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Financial Planner Profile

Name: Daniel Lum

Qualifications: Graduate Diploma of Financial Planning

Daniel has joined the financial planning industry since 1998. In his previous role as an adviser focused mainly on servicing the Asian community.

Daniel is a Certified Practising Accountant (CPA) and a Certified Financial Planner (CFP). He has a degree in Bachelor of Business (Finance & Accounting) with UTS. He holds the Graduate Diploma of Financial Planning with the Securities Institute of Australia and he is a Fellow of FINSA. Daniel is also a SMSF Specialist Advisor with SMSF Association.

Daniel hosts a weekly talkback radio program at 2ac Australian Chinese Radio. The radio program discusses issues related finance. In addition, he is also a regular presenter to the community (in Cantonese, Mandarin and English) on financial issues and he is very proficient in the technical aspects of financial and tax planning, especially in the area of retirement planning and SMSF. He derives great satisfaction in identifying and providing solutions to client who may initially thought the issues were either, non-existent, unimportant, or cannot be resolved.

Financial Planning Services:

  • Retirement Planning
  • Superannuation

  

  • Wealth Management