Ashley Baum, a Private Client Adviser in Perth WA

Ashley Baum

Private Client Adviser, Perth
Level 28, Central Park
152-158 St Georges Terrace, Perth WA

Ashley is a Private Client Adviser in our Perth office

About Ashley

Ash is a Private Client Adviser in the Perth office for the Shadforth Financial Group.

Ash enjoys listening to people's plans for the future and helping them determine their financial and lifestyle objectives. Ash then uses expert strategic advice to map out a personalised plan with a clear pathway to achieving those goals with the greatest amount of certainty.

Education and experience

Ash holds a Bachelor of Commerce (Economics and Financial Planning). He is also a CERTIFIED FINANCIAL PLANNER® practitioner, giving him the highest level of financial planning certification possible. His achievements include runner-up in the 2011 national Paraplanner of the Year award, highlighting his strong strategic and technical abilities.

Ash is experienced across a wide range of financial circumstances and specialises in providing expert strategic advice to those starting to plan for their retirement and those who are retired and want to ensure their savings last their lifetime.

Outside of work

Away from work, Ash enjoys spending time with his young family, keeping fit and is a Board Member of his local church.