About us

Who we are

At Mobbs Baker Wealth, we service clients from all over the state, and are dedicated to helping each of them achieve their goals.

Mobbs Baker Wealth are a team of financial fanatics who wake up each day hoping to help more people understand how to spend and how to save their money effectively in order to achieve their financial goals.  What are your goals? What can we do to help you feel completely in control of your own financial future? This is where every no-obligation free consultation begins – getting to know each other!

At Mobbs Baker Wealth we know you’re not a number and we want to know as much about you, the person/father/mother/business owner/kick-ass surfer, so we can give you information and advice that’s tailored just for you.

 

We’ll never try to sell you on something that’s not right for you and we won’t pressure you into doing anything that makes you feel uncomfortable. If there’s one thing you need to know about Mobbs Baker Wealth it’s that we’re honest. We know that you come to us for a particular need and we’re going to help you get there as a team, plain and simple.... and if it means we’re going to have to tell you some things you don’t like or perhaps we’re unable to help then we’ll let you know straight up.

As part of our honesty policy we’ll tell you right here and now that we work with our clients as a team, we approach every situation together, look at all the options and work with you to tick off the tasks and get closer to those goals. We need you to be prepared to get to work with us and meet us half way; it’s your money and your future after all.

 

Our financial planning expertise

The better the plan, the better the outcome. Therefore, we ensure we provide you with a comprehensive strategy starting with your goals, and following through with how to best structure your finances to help you reach those goals. Some of the areas we will investigate include:

  • How you are spending and saving your money
  • How you can simplify your finances to easily keep on top of them
  • How you can make your money work harder for you

Meet our team

Our team mean what they say when they say it, we focus on making sure that you will always know more than one person in the team and that we are always approachable, open and honest.

Our advice team

Practice Principal - Financial Adviser

Financial Adviser

Scott Baker

Practice Principal - Financial Adviser

Authorised Representative and Credit Representative of AMP Financial Planning
CPA
Bachelor of Business (Accounting & Financial Planning)

Scott started his career as an accountant in 2007, focusing on small businesses and self-managed super funds. During this time Scott completed his CPA. Scott left accounting after deciding that he wanted to assist people outside the scope of accounting. In 2013, Scott teamed up with Mobbs & Company Accountants to start Mobbs Baker Wealth.

Outside of Mobbs Baker Wealth, his life revolves around his beautiful wife and son.

Why financial advice?

Scott chose a career in Financial advice for 2 reasons, firstly to show people that anything is possible in their life and secondly to assist people with navigating the complex and stressful areas of life.

What’s their goal?

Scott’s goal is to show people that they are able to achieve what they want in life if that have clarity around what needs to be done.


Kristy Whittington

Financial Adviser

Authorised Representative and Credit Representative of AMP Financial Planning
Diploma of Financial Planning
Currently studying a Bachelor of Business with RMIT (due for completion in 2017)

Kristy has grown up with a passion and interest in finance. This led to seeking a career in financial planning. She started with Mobbs Baker Wealth in June 2014. Previously, Kristy was a photographer with her own business for 7 years.

Why financial advice?

Kristy wants to help people with their finances.

  • Finances are an important part of our lives but you don’t get taught a lot about it in school and a lot of families do not teach their kids about it intentionally at all. So where can you get help?
  • Secondly, the average person doesn’t have the time or inclination to keep up with all the financial legislation and can benefit from the high level of knowledge that we can offer as financial planners. Helping people to apply the rules to their personal situation to get the best outcome.

What’s their goal?

Kristy is passionate about providing holistic financial advice to clients and particularly assisting people in their personal cash flow.


Our support team

Associate Financial Adviser

Associate Financial Adviser

Associate Financial Adviser

Client Concierge

Rodrigo Almanza

Associate Financial Adviser

Bachelor of International Business, Masters of Professional Accounting, Financial Planning Diploma

Rodrigo is an Accountant and graduated from the University of the Sunshine Coast in April 2014 (MPA). He is passionate about financial advice and joined Mobbs Baker Wealth in 2015. Rodrigo received his Financial Diploma on 2016.

Rodrigo loves numbers and likes to create challenging plans to achieve his goals. He likes camping, 4WDriving, mountain biking and spending time with his family and friends on the weekends.

Why financial advice?

Financial advice helps you to understand your current situation and identify the ways you can maximize your financial potential. We will help you to identify your goals and move to action to achieve your current and future goals.

What’s their goal?

The goal is to place yourself in the best financial position. Mobbs Baker Wealth together with AMP Financial Planning have joined forces to provide one of the most interactive ways to provide financial advice providing an outstanding experience using the latest technology and the expertise of their advisers and coaches.


Brent McArdle

Associate Financial Adviser

Bachelor of Business (Financial Planning)

Having relocated from Victoria to the Sunshine Coast in 2005 to complete his university studies, Brent has always had the intention of working in the finance industry, however in 2010 the mining boom happened and he found himself working in Western Australia for the next four years. Now that the boom is over, Brent had some decisions to make which ultimately would see him relocate to Brisbane at the start of 2015, where he was working for a larger financial planning firm as a Client Service Officer, which then progressed to a Paraplanning role in the beginning of 2016. These roles have set a fantastic foundation for his career progression and he looks forward to continuing the journey to becoming a Financial Adviser with Mobbs Baker Wealth.

Why financial advice?

Working in the financial planning industry is a great way to interact with a variety of different people from all walks of life. Brent enjoys assisting people in achieving both their life and financial goals. For him, bettering people’s lives can only be a good thing and that's why he does what he does.

What’s their goal?

Brent is passionate about providing holistic financial advice to clients and particularly assisting people building their personal wealth and retirement savings.

 


Fraser Martin

Associate Financial Adviser

Undergraduate in a Bachelor of Business Management
Bachelor of Commerce Financial Planning

Fraser graduated from Matthew Flinders Anglican College in 2012 and moved on to study a bachelor of business management at the University of the Sunshine Coast, before discovering a new found interest in financial planning and extending his degree to study a Bachelor of Commerce Financial Planning. He then sourced some casual work in the industry at Mobbs Baker Wealth and has certainly enjoyed his experience thus far. Scott has been a great mentor during his time and Fraser has truly enjoyed working behind the scenes to assist clients maximise their financial position.

Why financial advice?

Fraser believes that being financially successful is one of many important aspects in life and assisting others in achieving financial success is very satisfying. Many people within society have limited knowledge in this area and struggle to manage their finances effectively in order to get ahead. Changing people’s lives in this regard is his motivation when servicing society in this industry.

What’s their goal?

To significantly improve our clients day to day lives on a personal and financial basis by providing advice that will knowingly benefit the client.

 


Yvarna Glass

Client Concierge

Bachelor of International Business, Masters of Professional Accounting, Financial Planning Diploma

Having relocated from Byron Bay to the Sunshine Coast, Yvarna was seeking a career path that was going to be motivating and stimulating. Working with Scott and the team for only a short while, she already feels like a valued team member.  This position is perfectly suited to her friendly, enthusiastic nature.

Why financial advice?

Learning skills and techniques in financial advice can be a real benefit and it’s rewarding when you can understand and implement those skills into your everyday life.

What's their goal?

To make clients feel welcome and comfortable throughout the process.