Financial Adviser
· SYDNEY, NSW
Madelyn Grace Lim Cruz
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000375185
Madelyn Grace Lim Cruz is a financial adviser based in Sydney, New South Wales, with 16 years of experience in the financial services industry. Madelyn is currently authorised under Advisory Circle Pty Ltd. Madelyn 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 Bachelor of Business (Economics & Finance) from University of Western Sydney. Madelyn is a member of 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Business (Economics & Finance)
University of Western Sydney
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2014
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2015
Self-Managed Super Funds
Kaplan Professional
2025
Graduate Certificate of Financial Planning
Deakin University