Karl Baker – Finance Broker (Dip. FMBM; BComm; LLB)
A Whiteroom Finance Trusted Advisor
- Unique Financial Services Skillset
- International Experience with a Big 4 Firm
- First-Hand Understanding of SME Funding & Advisory Needs
Karl Baker – Finance Broker (Dip. FMBM; BComm; LLB)
A Whiteroom Finance Trusted Advisor
- Unique Financial Services Skillset
- International Experience with a Big 4 Firm
- First-Hand Understanding of SME Funding & Advisory Needs
Meet Karl
Karl has over 20 years’ experience providing financial advisory services to individuals and companies in Australia and overseas. He has a Diploma of Finance and Mortgage Broking, and is a member of the Mortgage and Finance Association of Australia (MFAA) and Commercial & Asset Finance Brokers Association (CAFBA).
Karl was previously a Financial Advisory Partner at a Big 4 accounting firm and was the founder of an import & distribution business. He is always focused on providing the highest quality of service and has a passion for assisting his clients to achieve their financial goals.
Reliable, results-oriented and committed to being your trusted advisor.
Karl Baker is a credit representative (543889) of QED Credit Services Pty Ltd (Australian Credit Licence 387856).
- Diploma of Finance and Mortgage Broking Management (Dip.FMBM)
- Bachelor of Laws (LLB)
- Bachelor of Commerce (BComm)
Services
With his vast amount of experience across both domestic and international markets, Karl possesses an array of skills in the financial services sector – best suited to helping you achieve your financial goals.
Business Finance
Experienced in all aspects of business financing and boasting first-hand experience with small-to-medium sized enterprises. Business financing challenges Karl can help you address include:
- Improving cash flow and accessing working capital options.
- Accessing short term unsecured debt for specific needs.
- Specialist lending (including professional services).
- Restructuring your existing debt.
- Acquiring a new business.
- Unsecured lending.
- Purchasing a property.
Vehicle & Equipment Finance
Securing Vehicle & Equipment financing for your business is crucial for freeing up cash to maintain your operations. Karl can help you find a suitable loan product so you can revamp, upgrade, or expand. Services including:
- Chattel mortgage
- Hire purchase
- Insurance premium funding
- Pre-approved funding & Master limit facilities
- Fleet management
Home & Investment Loans
Taking great pride in assisting our valued customers realise their home ownership dreams, Karl can help you with a range of home & investment loan services, including:
- Principal and Interest vs Interest Only repayments.
- Fixed vs Variable interest rate arrangements.
- Upgrading or downsizing your home.
- Buying your first home.
- Budgeting and savings.
- Debt restructure.
Karl can also assist you with any Personal lending needs.
Why Choose Karl?
Unique Financial Services Skillset
With a unique set of financial services skills that are distinctive to a majority of brokers, Karl joins the Whiteroom Finance team ready to provide second to none support for our clients.
International Experience with a Big 4 Firm
With over a decade of experience working internationally with one of the Big 4 services firms, Karl possesses extensive knowledge across key areas of mergers and acquisitions, cross-border funding, and complicated financial strategy. Karl is able to leverage this experience to provide high quality financial services to the Whiteroom Finance clientele.
First-Hand Understanding of SME Funding & Advisory Needs
After starting an imports company when working internationally in China, Karl understands how SMEs operate. He has developed a strong sense for the funding and advisory needs of small-to-medium firms and wants to share his learned experiences with his clients at Whiteroom Finance.