Ashley Warren Baum
Financial Adviser in Bunbury, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004368
- Location
- Bunbury WA 6230
- Licensee
- RSM Financial Services Australia Pty Ltd (AFSL 238282)
- Authorised since
- 9 August 2021
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce (Economics & Financial Planning), Curtin University of Technology (2006); Margin Lending & Geared Investments, Kaplan Professional (2010); Certified Financial Planner, Financial Planning Association of Australia (2012); Self Managed Superannuation Funds, Kaplan Professional (2013); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021); Commercial Law, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Ashley Warren Baum
Ashley Warren Baum is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bunbury, Western Australia (adviser number 001004368).
The licensee Ashley advises under is RSM Financial Services Australia Pty Ltd (AFS licence 238282). That authorisation dates from 9 August 2021.
According to the register, Ashley first provided financial advice in 2006. The qualifications listed for Ashley include Bachelor of Commerce (Economics & Financial Planning) (Curtin University of Technology, 2006), Margin Lending & Geared Investments (Kaplan Professional, 2010) and Certified Financial Planner (Financial Planning Association of Australia, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Ashley is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Ashley Warren Baum a registered financial adviser?
Yes. Ashley Warren Baum is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004368.
Which licensee does Ashley Warren Baum work under?
RSM Financial Services Australia Pty Ltd, Australian financial services licence 238282.
What can Ashley Warren Baum give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.