ANDREW MICHAEL LIM
Financial Adviser ยท Pyrmont, NSW
๐ Qualifications & Training
2008 - Bachelor of Commerce Applied Finance (Planning) - Bachelor Degree (AQF 7) - University of Wollongong
2016 - Certified Financial Planner - Graduate Certificate (AQF 8) - Financial Planning Association of Australia
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
๐ข Professional Memberships
CFP - Certified Financial Planner (FPA)
โน๏ธ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.