Financial Adviser · CASTLE HILL, NSW

Jane Lim

CASTLE HILL, NSW
16 Years experience
Tax advice
authorised
ASIC Registered · ADV 000439936
Currently at
Castle Hill, NSW (firm address)

Jane Lim is a financial adviser based in Castle Hill, New South Wales, with 16 years of experience in the financial services industry since 2010. Jane is currently authorised under Prosper Financial Group. Jane holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jane's qualifications include a Master of Applied Finance from Macquarie University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities

Authorised to provide tax financial advice services

Qualifications and Training

2009
Bachelor of Business (Financial Planning)
RMIT
2010
Advanced Diploma of Financial Services
RG146
2010
Self Managed Super Fund
RG146
2011
Master of Applied Finance
Macquarie University
2012
Diploma of Finance & Mortgage Broking Management
Intellitrain

Registration History

Aug 2020 - Present Current
Jan 2017 - Aug 2020 Ceased
May 2013 - Jan 2017 Ceased
Jul 2012 - May 2013 Ceased
WEALTHSURE PTY LTD
Mar 2010 - Jul 2012 Ceased

Source: ASIC Financial Advisers Register