Ashley Baum

Financial Adviser - Bunbury

Ashley Baum is a Financial Adviser in RSM Australia's Financial Services division, based in Bunbury and supporting clients across Bunbury, Busselton, Collie, Manjimup and Margaret River

With more than 14 years of experience in financial advice prior to joining RSM, Ashley works with affluent individuals to help them build, manage and protect their wealth. He specialises in superannuation, financial investments, retirement planning and wealth accumulation strategies. 

Ashley is known for simplifying complex financial matters, giving clients confidence that they are on track to achieve their goals while structuring their finances in a way that is straightforward to understand and manage. His advice is centred on helping clients make informed financial decisions with greater clarity and less stress.

"Good financial advice should give people confidence in their future. My role is to help clients understand their options, make informed decisions and build a financial plan that supports the life they want to live."

Throughout his career, Ashley has also helped clients implement tax-effective financial strategies that preserve and grow wealth over time. Identifying opportunities to reduce unnecessary tax while maintaining investment objectives has enabled many clients to improve their overall financial position and maximise the value of their long-term financial plans.

Away from work, Ashley enjoys staying active through basketball and regular fitness training. He also admits to becoming a little competitive when card games are involved, especially when family and friends are around the table.

SOLUTIONS ASHLEY PROVIDES

• Personal risk
• Debt management
• Retirement planning
• Wealth accumulation
• Financial Advisers and Financial Planners in Bunbury

SIGNIFICANT PROJECTS

• Ashley developed a comprehensive wealth management review process designed to identify opportunities and potential issues across a client's financial position. By taking a holistic view of their circumstances and clearly communicating practical recommendations, he helps clients make informed decisions that strengthen their long-term financial outcomes. The process gives clients greater visibility over their financial position and ensures they can take advantage of opportunities that may otherwise be overlooked.
• One of the most rewarding aspects of Ashley's work has been helping clients gain confidence in their financial future. In one engagement, he worked with a client to simplify the structure of their investments, making them easier to understand and manage while ensuring they remained aligned with the client's long-term objectives. The outcome provided reassurance that they were financially secure and allowed them to spend less time worrying about their finances and more time with their family.

QUALIFICATIONS

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

ASSOCIATIONS

• Member, Financial Advice Association Australia (FAAA)