Melissa Baker

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Melissa Baker

I grew up in the Perth hills in a close-knit family where both my parents worked but my mum managed the families’ financial affairs. She was an excellent money manager and encouraged my sister and I to be the same by opening a savings account to save for our first car when we started working.

My first role was in a stockbroking firm at the age of 18 and there I experienced the crash of 1987 and also saw the rebuild of the markets after. From here I learned that markets are cyclic and its often best to hold on for the ride and not panic.

I have worked in the Financial Planning industry since 2010 and have worked in many roles including working as a Financial Adviser after completing the Advanced Diploma in Financial Planning. I now use my experience to work as an Associate Adviser and have a passion for this industry and love helping people achieve their financial goals.

Outside of work I am a mum to two young adult daughters who are always teaching me and challenging me. I try and teach them the same philosophies about saving for their future as my mum taught me and my oldest is in the process of building her first home at the age of 22. The youngest is driving 600 tonne trucks working FIFO at the age of 18 and plans to buy her first car with cash after one year of working so it seems they are on track to achieve their goals and am excited to see what their futures bring.

I love the outdoors and have two robust dogs who my partner and I enjoy taking to the beach and taking in the sun and sand during summer or bush walking in winter. We also enjoy bike riding and are currently renovating an old house together which will be challenging but I am excited to see the end result after our hard labours.