Financial Adviser
· SYDNEY, NSW
Kar Foong Lim
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001240239
Kar Foong Lim is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry. Kar is currently authorised under Synchron Advice Pty Ltd. Kar 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 Master of Applied Finance from Macquarie University. Kar is a member of CPA - Certified Practising Accountant 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
Authorised to provide tax financial advice services
Qualifications and Training
2003
Certified Practicing Accountants Program
Certified Public Accountants of Australia Pty Ltd
2008
Master of Applied Finance
Macquarie University
2016
Diploma of Financial Planning
Mentor Education
2017
SuperConcepts & ICFS Specialist SMSF Course
Super Concepts
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
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.
MDA services are 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.
Source: ASIC Financial Advisers Register