Paul Lim Financial Planner Report

Name:
Paul Kian Kiong Lim

Rep Number:
000295724

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2012-07-30 onwards

Location:
Burwood, Melbourne, VIC, 3125

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
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
Australian Institute of Financial Studies
Advanced Investment Planning
Financial Planning Association Melbourne
Diploma of Financial Planning
Integratec Compliance
Taxation & Superannuation & Retirement Planning