KAR FOONG LIM
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2003 - Certified Practicing Accountants Program - Professional Designations - Certified Public Accountants of Australia Pty Ltd
2008 - Master of Applied Finance - Masters Degree (AQF 9) - Macquarie University
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2017 - SuperConcepts & ICFS Specialist SMSF Course - Other - Super Concepts
2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
CPA - Certified Practising Accountant
Financial Advice Association of Australia (FAAA)
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.