Daniel Wen Young Lum
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000255787
- Location
- Chatswood NSW 2067
- Licensee
- Icare Financial Pty Ltd (AFSL 551759)
- Authorised since
- 6 November 2023
- First provided advice
- 2003
- Qualifications
- Bachelor of Business, University of Technology Sydney (1999); Graduate Diploma of Financial Planning, Securities Institute (2003); Certified Financial Planner, FPA (FAAA) (2011); SPAA SMSF Specialist Advisor, University of Adelaide (2011)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Wen Young Lum
On the Financial Advisers Register kept by ASIC, Daniel Wen Young Lum appears as a current financial adviser in Chatswood, New South Wales, adviser number 000255787.
Advice is given under the Australian financial services licence of Icare Financial Pty Ltd, licence number 551759. The current authorisation started on 6 November 2023.
The register records 2003 as the year Daniel first provided financial advice. The qualifications listed for Daniel include Bachelor of Business (University of Technology Sydney, 1999), Graduate Diploma of Financial Planning (Securities Institute, 2003) and Certified Financial Planner (FPA (FAAA), 2011). Daniel is recorded as a member of Financial Advice Association of Australia (FAAA).
Daniel is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Daniel Wen Young Lum a registered financial adviser?
Yes. Daniel Wen Young Lum is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000255787.
Which licensee does Daniel Wen Young Lum work under?
Icare Financial Pty Ltd, Australian financial services licence 551759.
What can Daniel Wen Young Lum give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.