Financial Adviser
· CHATSWOOD, NSW
Daniel Wen Young Lum
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000255787
Daniel Wen Young Lum is a financial adviser based in Chatswood, New South Wales, with 23 years of experience in the financial services industry. Daniel is currently authorised under Icare Financial Pty Ltd. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from FPA (FAAA). Daniel is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Business
University of Technology Sydney
2003
Graduate Diploma of Financial Planning
Securities Institute
2005
CPA
CPA Australia
2011
Certified Financial Planner
FPA (FAAA)
2011
SPAA SMSF Specialist Advisor
University of Adelaide
Registration History
NEXTGEN FINANCIAL GROUP PTY LTD
Excluding Standard Margin Lending
INSIGNIA PLATFORMS PTY LTD
PREMIUM WEALTH MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register