Financial Adviser · NORTH ADELAIDE, SA

Benjamin Lim

NORTH ADELAIDE, SA

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 000413923

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Benjamin Lim is a financial adviser based in North Adelaide, South Australia, with 16 years of experience in the financial services industry since 2010. Benjamin is currently authorised under Akumin Financial Planning. Benjamin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Benjamin's qualifications include a Advanced Diploma of Financial Services (Superannuation) from Association of Superannuation Funds of Australia Ltd (ASFA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2008

Diploma of Financial Services (Financial Planning)

Association of Superannuation Funds of Australia Ltd (ASFA)

2009

Advanced Diploma of Financial Services (Superannuation)

Association of Superannuation Funds of Australia Ltd (ASFA)

2010

Self Managed Superannuation Funds

Association of Superannuation Funds of Australia Ltd (ASFA)

2014

Certificate IV in Finance and Mortgage Broking

Kaplan Higher Education Pty Limited

2015

Margin Lending

Kaplan Higher Education Pty Limited

2020

MAI769 Ethics for Financial Services

Ethics - Deakin University

2022

Graduate Certificate in Financial Planning

University of New South Wales

Registration History

Akumin Financial Planning Pty Limited

Dec 2010 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register