Daniel Lum Financial Planner Report

Name:
Daniel Wen Young Lum

Rep Number:
000255787

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2013-09-06 onwards

Licensee
Name:

Number:
000240938

ABN:
12 055 622 967

Controlled By:

Appointed By
Name:
The Financiallink Group Pty Ltd

Licence Number:
000240938

ABN:
12 055 622 967

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, excluding IDPS
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Miscellaneous Financial Investment Products
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Technology
Bachelor of Business
Securities Institute
Graduate Diploma of Financial Planning