ANTHONY LIM
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2014 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University
2016 - Diploma of Financial Planning - - Kaplan Professional
2018 - Tax for Financial Advising - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2019 - Commercial Law - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Margin Lending Specialist - Other - Kaplan
🏢 Professional Memberships
SMSF Association
ℹ️ 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.