MenuAshley Baum CFP®
About Me
I spend time getting to know my clients and their plans for the future to then help them reach these goals with a level of confidence, less stress and less time spent managing their money.
I like the technical aspect of financial planning and using the knowledge I have gained to help achieve the maximum benefit for my clients.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 18 Years -
Licensed By Rsm Financial Services Australia Pty Ltd
