Adept Financial Planning

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Adept Financial Planning is a boutique Financial Advisory Firm, which is focused on providing professional Financial Planning advice.  We are dedicated to providing highly proficient and holistic financial advice to individuals and businesses. 

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Glenn Baker, the Founder and Principal of Adept Financial Planning, is a Certified Financial Planner (CFP®), which is the highest professional designation for Financial Planners in Australia.  He holds a Bachelor of Commerce (double major in Accountancy and Finance), a Diploma of Financial Planning through Deakin University, and holds a Graduate Diploma of Divinity.  Glenn commenced Financial Planning in January 2005, and has worked in the Financial Advice industry since 1998.  He is a passionate advocate of the profession, and seeks to provide the highest, most professional service to his valued clients.  We are a small team who is absolutely committed to providing the highest client service. 

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At Adept, we are small enough to provide you with individual, tailored advice; yet have access and resources to some of the biggest financial institutions in Australia to help deliver timely and valuable advice to our clients.