Financial Adviser
· HAWTHORN, VIC
Anthony Lim
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271143
Anthony Lim is a financial adviser based in Hawthorn, Victoria, with 8 years of experience in the financial services industry. Anthony is currently authorised under Bg Wealth Management Pty Ltd. Anthony 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 Commerce from Monash University. Anthony is a member of SMSF Association.
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
2014
Bachelor of Commerce
Monash University
2016
Diploma of Financial Planning
Kaplan Professional
2018
Tax for Financial Advising
Regulation & Legal Obligations - Kaplan Professional
2019
Commercial Law
Regulation & Legal Obligations - Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Margin Lending Specialist
Kaplan
Registration History
IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance:(a)Member Investment Choice (b)Contributions into superannuation(c)Insurance within superannuation (d)Planning for retirement (e)Transition to Retirement
Source: ASIC Financial Advisers Register