MATTHEW JOHN BAUM
Financial Adviser · Geelong West, VIC
📚 Qualifications & Training
2000 - CFP - - Financial Planning Association of Australia (FPA)
2001 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Curtin University
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP/ NSW Vocational and Training Accreditation Board
2007 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Tribeca Leaning (Aust) Pty Ltd
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.