DANIEL WEN YOUNG LUM
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1999 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney
2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2005 - CPA - Professional Designations - CPA Australia
2011 - Certified Financial Planner - Professional Designations - FPA (FAAA)
2011 - SPAA SMSF Specialist Advisor - Professional Designations - University of Adelaide
🏢 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.