ICare Wealth Management

Financial Adviser

Keith Tse JP CFP
Financial & Investment Adviser/Tax (Financial) Adviser

Founder of ICare Wealth Management, Keith began his career in the financial planning industry in 2006. Prior to joining the financial planning industry, Keith has been working in a manufacturing company in China as an operation executive for three years in which gave him invaluable experiences in managing clients, employees and shareholders expectations.

Keith is a host speaker of a financial radio program at 2ac Australian Chinese Radio every week, discussing the current economic situation and sharing the latest strategies that would enhance the audience’s financial wealth and knowledge. Also he was a frequent commenter on TVBA (a Chinese Television) Forum discussing the impact of latest financial policies and economic outlook.

Keith is  a Certified Financial Planner (CFP) and he is a Justice of the Peace. Keith holds Master Degree in Commerce (International Business) and Bachelor Degree in Commerce (Finance and Accoutning) with UNSW, he also holds Advanced Diploma of Financial Services (Financial Planning), Diploma of Financial Services (Financial Planning) and Diploma of Financial Services (Margin Lending).

Keith Tse (Authorised representative no. 324386); ICare Wealth Management (Corporate Authorised Representative no. 403918) of The FinancialLink Group Pty Ltd (AFSL no. 240938)

Keith Tse (Tax practitioners board (TPB) registration number 25193882)  and  ICare Wealth Management Pty Ltd (Tax practitioners board (TPB) registration number 25438772)

Daniel Lum CFP CPA
Financial Adviser/SMSF Specialist/Tax (Financial) Adviser

Director of ICare Wealth Management. 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.

Daniel Lum (Authorised representative no. 255787); ICare Wealth Management (Corporate Authorised Representative no. 403918) of The FinancialLink Group Pty Ltd (AFSL no. 240938)

Daniel Lum (Tax practitioners board (TPB) registration number 25193197)  and  ICare Wealth Management Pty Ltd (Tax practitioners board (TPB) registration number 25438772)

 

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