Matt Baum

Matthew Baum

Sound financial planning advice is critical to our clients’ abilities to enjoy their retirement in a stress-free environment. So when seeking to expand our team of financial planners, we know that experience is one of the key factors to consider when making the selection.

Matt’s 16 years of financial planning experience leapt out as a major asset for our clients. Having previously worked with a big 4 bank and a huge national super provider, we were impressed with his wealth of knowledge and ability to provide solid retirement planning advice and detailed financial modelling to clients.

By enabling his clients to totally understand the full range of possibilities connected to their current financial positions, Matt can work with them and apply his eye for detail to achieve the best possible outcome. He loves the peace of mind this gives clients and he loves working in an open, honest and transparent manner so he can provide the best service whilst keeping it simple and jargon-free.

When he’s not at work, Matt can often be seen supporting his three children as they take on the sporting world in football, basketball and netball.

Qualifications & Memberships

BCom (Bachelor of Commerce – Curtin University)

CFP (Certified Financial Planner)

Advanced Diploma of Financial Services

Member Financial Planning Association of Australia