Financial Adviser
· MELBOURNE, VIC
Anthony Ivan Baum
No disciplinary history on record with ASIC
MELBOURNE,
VIC
40
Years experience
ASIC Registered · ADV 001002167
About Anthony Ivan Baum
Anthony Ivan Baum is a financial adviser based in Melbourne, Victoria, with 40 years of experience in the financial services industry since 1986. Anthony is currently authorised under Intralink Wealth Management. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and securities. Anthony's qualifications include a Bachelor of Business (Banking and Finance) from Monash University. Anthony is a member of Fellow of Financial Services Institute of Australia.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Authorised to provide financial product advice to retail clients on Managed Investment Schemes, including IDPS.
Qualifications and Training
1988
Bachelor of Business (Banking and Finance)
Monash University
2003
Graduate Diploma of Applied Finance & Investments
KAPLAN
Registration History
Authorised to provide financial product advice to retail clients on Managed Investment Schemes, including IDPS.
MONTERREY INVESTMENT MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register