Financial Adviser
· NEWTOWN, VIC
Matthew John Baum
No disciplinary history on record with ASIC
NEWTOWN,
VIC
19
Years experience
ASIC Registered · ADV 000282252
About Matthew John Baum
Matthew John Baum is a financial adviser based in Newtown, Victoria, with 19 years of experience in the financial services industry since 2007. Matthew is currently authorised under Muirfield Financial Services. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Matthew's qualifications include a CFP from Financial Planning Association of Australia (FPA). Matthew is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2000
CFP
Financial Planning Association of Australia (FPA)
2001
Bachelor of Commerce
Curtin University
2004
Diploma of Financial Services (Financial Planning)
AMP/ NSW Vocational and Training Accreditation Board
2007
Advanced Diploma of Financial Services
Tribeca Leaning (Aust) Pty Ltd
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional