BENJAMIN LIM
Financial Adviser · North Adelaide, SA
📚 Qualifications & Training
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Association of Superannuation Funds of Australia Ltd (ASFA)
2009 - Advanced Diploma of Financial Services (Superannuation) - Advanced Diploma (AQF 6) - Association of Superannuation Funds of Australia Ltd (ASFA)
2010 - Self Managed Superannuation Funds - Other - Association of Superannuation Funds of Australia Ltd (ASFA)
2014 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2015 - Margin Lending - Other - Kaplan Higher Education Pty Limited
2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
2022 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - University of New South Wales
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.