Trevor Baum Financial Planner Report

Name:
Trevor John Baum

Rep Number:
000249756

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2013-02-27 onwards

ABN:
42 408 436 584

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan professional
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
Diploma of Financial Services (Financial Planning)