Data sourced from ASIC Financial Advisers Register
Financial Adviser · PARRAMATTA, NSW

Kuan Keng Lim

18 Years experience
Tax advice
authorised
Currently at
Psk Advisory Services Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 000331998

Kuan Keng Lim is a financial adviser based in Parramatta, New South Wales, with 18 years of experience in the financial services industry. Kuan is currently authorised under Psk Advisory Services Pty Ltd. Kuan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). Kuan is a member of FBAA - Finance Brokers Association of Australia and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or derivatives

Authorised to provide tax financial advice services

Qualifications and Training

1983
Bachelor of Arts (Accounting & Finance)
Manchester Metropolitan University
2005
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2007
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Self Managed Super Funds
RG 146 Training Australia
2012
Certificate IV in Finance and Mortgage Broking
Australian College of Professionals
2014
CFP Certification Program
Financial Advice Association Australia (FAAA)
2014
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
ALPA Accredited Listed Product Adviser
Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd
Dec 2022 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or derivatives
Charter Financial Planning Limited
Nov 2020 - Dec 2022 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Nov 2008 - Nov 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register