Financial Adviser
· BUNBURY, WA
Ashley Warren Baum
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004368
Ashley Warren Baum is a financial adviser based in Bunbury, Western Australia, with 20 years of experience in the financial services industry. Ashley is currently authorised under Rsm Financial Services Australia Pty Ltd. Ashley holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Ashley is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commerce (Economics & Financial Planning)
Curtin University of Technology
2010
Margin Lending & Geared Investments
Kaplan Professional
2012
Certified Financial Planner
Financial Planning Association of Australia
2013
Self Managed Superannuation Funds
Kaplan Professional
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Commercial Law
Kaplan Professional