Matthew Baum | Financial Planner
Qualifications & Memberships:
- Certified Financial Planner®
- Bachelor of Commerce (Economics & Finance), Curtain University
- Member of Financial Advice Association Australia (FAAA)
Matt is an experienced professional who joined Muirfield in 2023, bringing with him two decades of expertise in the financial planning industry. His career has taken him through various small and large firms across Perth, Melbourne, and Geelong.
As a Certified Financial Planner® with vast experience, Matt is able to tackle an array of financial planning matters with his specialties being, retirement planning, superannuation and Self-Managed Superannuation Fund (SMSF) advice.
Over the journey Matt has been able to deliver peace of mind to many clients using his diverse technical skillset, and calm and considered approach.
Outside of the office, Matt enjoys spending quality time with his wife and three children. You can often find him shooting hoops or kicking the footy, which reflects his active and family-oriented lifestyle. Downtime is also important to Matt, and you can often find him brewing beer or hiking in the great outdoors. Originally hailing from Perth, Matt is a rare breed in these parts being an avid West Coast Eagles fan.
"Thank you (Matt) for your help and guidance in walking us through this new phase of our lives. Your advice in making it possible for us to pay off our mortgage and car loans has been invaluable, and I’m beyond thrilled to share that our house loan is now fully paid off — what an incredible feeling!
Your friendly and approachable manner made the entire process so much smoother and far less daunting." - Sam Hamilton and Mark Dodds
"Thank you Matt for a comprehensive breakdown of our assets, the direction we are taking moving forward with your advice and your genuine interest in our well being. We walked away with confidence in trusting you with our future plans." - Alan & Dianne Hughes
"We started going to Muirfield for financial advice whilst we were still working. We highly commend their team for guiding us through to our retirement, giving us peace of mind. In particular, we’d like to thank Matt Baum for his attention to detail, his thoroughness, patience and understanding in our latest venture in downsizing. Helping us every step of the way via personal phone calls and emails, Matt Baum turned a very stressful part in our life into a positive experience." - Ted and Jura Reilly
Financial Planners
