Treasha Lim Financial Planner Report

Name:
Treasha May Ling Lim

Rep Number:
000289600

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2017-02-07 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000307248

ABN:
87 112 139 321

Controlled By:

Appointed By
Name:
Dover Financial Advisers Pty Ltd

Licence Number:
000307248

ABN:
87 112 139 321

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Mentor Education
Advanced Diploma of Financial Planning
RMIT University
Bachelor of Business (Property)
Holmes Colleges
Diploma of Business (Marketing Management)
Mentor Education
Diploma of Financial Services (Financial Planning)

Memberships
Financial Planning Association of Australia (FPA)