Financial Adviser
· SYDNEY, NSW
Andrew Michael Lim
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003098
Andrew Michael Lim is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry. Andrew is currently authorised under Focus Partners Wealth Pty Ltd. Andrew holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Andrew is a member of CFP - Certified Financial Planner (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce Applied Finance (Planning)
University of Wollongong
2016
Certified Financial Planner
Financial Planning Association of Australia
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Can advise on Superannuation except Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register