Financial Adviser
· SUBIACO, WA
Luo Yi Lim
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001301350
Luo Yi Lim is a financial adviser based in Subiaco, Western Australia, with 1 year of experience in the financial services industry. Luo is currently authorised under Sentry Advice Pty Ltd. Luo 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 (Major in Finance) from Edith Cowan University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Superannuation - All Authorisation above excludes SMSF advice
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Business (Major in Finance)
Edith Cowan University
2021
Graduate Diploma of Financial Planning.
Kaplan Higher Education Pty Limited
Registration History
Superannuation - All Authorisation above excludes SMSF advice
Superannuation Authorisation excludes Self Managed Superannuation Funds advice
Source: ASIC Financial Advisers Register