Daniel Lum
Financial Adviser
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About
Daniel Lum is an ASIC-registered financial adviser based in Chatswood, NSW, dedicated to helping individuals and families achieve their financial goals. With a solid educational foundation including a Bachelor of Business from the University of Technology Sydney and a Graduate Diploma of Financial Planning from the Securities Institute, Daniel has consistently enhanced his expertise. He is a CPA with CPA Australia and holds the prestigious Certified Financial Planner designation from the FAAA, along with being an SPAA SMSF Specialist Advisor, showcasing his commitment to excellence and ongoing professional development. Daniel is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for his clients. As a member of the Financial Advice Association of Australia (FAAA), he adheres to the highest ethical and professional standards. Daniel's key services include: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice (including Life Insurance, Risk Insurance and Securities) • Advice on Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, Daniel Lum is here to provide expert advice and support. Contact Daniel today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Daniel Lum offer?
Daniel Lum provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, retirement planning, and investments such as life insurance, risk insurance, and securities. He also advises on Retirement Savings Accounts and Government Debt Securities.
What qualifications does Daniel Lum have?
Daniel holds a Bachelor of Business from the University of Technology Sydney, a Graduate Diploma of Financial Planning from the Securities Institute, is a CPA with CPA Australia, a Certified Financial Planner with the FAAA, and an SPAA SMSF Specialist Advisor.
What is Daniel Lum's approach to financial planning?
Daniel takes a client-focused approach, tailoring financial strategies to meet individual needs and goals. He emphasizes clear communication, ongoing support, and building long-term relationships with his clients.
How can I get started with Daniel Lum?
The first step is to contact Daniel to schedule an initial consultation. This allows you to discuss your financial situation, goals, and any specific concerns you may have. From there, Daniel will develop a personalized financial plan to help you achieve your objectives.
Is Daniel Lum a member of any professional organizations?
Yes, Daniel is a member of the Financial Advice Association of Australia (FAAA), reflecting his commitment to upholding high ethical and professional standards in the financial advice industry.
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