Nathan Baker

Nathan Baker is a senior financial planner and owner at Bentleys (QLD) Wealth and Financial Services Pty Ltd. He services a broad range of clients, from small business owners to individual retirees, with a particular focus on the pre-retiree and retiree segment.

With more than 25 years of experience in financial planning, Nathan holds the Certified Financial Planner (CFP) designation through the Financial Advice Association Australia (FAAA) and is a Specialist Adviser (SSA) with the Self Managed Superannuation Association of Australia (SMSFA). He also serves on the

Professional Standards Committee within the SMSFA. Before joining Bentleys, Nathan successfully operated his own boutique financial planning business for 25 years.

Nathan considers his greatest achievement to be helping clients achieve their long-term goals. Over the years, he has guided many clients into a secure and enjoyable retirement by providing quality advice that instills confidence and control over their financial future.

He recognises that while clients may share common financial goals, each individual’s circumstances are unique and require tailored planning. Nathan has strong expertise in superannuation and takes great satisfaction in helping people plan for their future and seeing those plans come to life—even through uncertain or unexpected times.

In addition to his professional commitments, Nathan serves on the SMSFA Professional Standards Committee and has been the treasurer of a local community centre for more than six years.