Sidney Lim Financial Planner Report

Name:
Sidney Lim

Rep Number:
000228978

Status:
Current

First Advice:
1993

Disciplinary action:
No action

Most Recent Role:
2012-05-25 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000247429

ABN:
33 093 667 595

Appointed By
Name:
Fitzpatricks Private Wealth Pty Ltd

Licence Number:
000247429

ABN:
33 093 667 595

May advise on following product areas:
Non-basic Deposit Products
Old Law Securities Options Contracts and Warrants Securities
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA
Certified Financial Planner
Securities Institute
Diploma of Financial Markets
Deakin University
Diploma of Financial Planning
The University of Western Sydney
Master of Commerce
SPAA
Self-Managed Superannuation Fund Specialist Adviser

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association
Tax Practitioners Board (TPB)