Ashley Baum

Financial Adviser - Bunbury

Ashley Baum is a Financial Adviser based in our Bunbury office.

Ashley also services the Busselton, Collie, Manjimup and Margaret River offices, working with a range of different clients all with unique goals and objectives.

Prior to joining RSM, Ashley worked at a leading financial advisory firm based in Perth for over 14 years, helping to build a financial advice team in the southwest.

"I enjoy getting to know my clients and helping them to afford to do the things that are important to them with more peace of mind and comfort knowing that they are on the right track."

Ashley enjoys basketball but dedicates much of his time to helping his 3 children to be the best they can be.

_{RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282}

SOLUTIONS ASHLEY PROVIDES

•    Personal risk
•    Debt management
•    Retirement planning
•    Wealth accumulation
•    Financial Advisers and Financial Planners in Bunbury
•    Business Advisory Services in Margaret River
•    Business Advisory Services in Busselton
•    Business Advisory Services in Bunbury

SIGNIFICANT PROJECTS

•    Developed a thorough systematic process to help identify potential opportunities or issues with a client's wealth management. Bringing these to the attention of clients ensures they can be doing everything that is within their control to improve their financial situation.

QUALIFICATIONS

•    Certified Financial Planner
•    Bachelor of Commerce (Economics and Financial Planning)