Ivan Lim – Financial Adviser
Adviser identifying number: 1000934
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998
Name of the licence holder: RENAISSANCE WEALTH ADVISORS PTY LTD
Licence number: 308297
Licensee’s ABN: 98114643971
Licence controlled by:
The date the Financial Adviser commenced the appointment: 10/02/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RENAISSANCE WEALTH ADVISORS PTY LTD
Authorised Representative identifying number: 308297
Authorised Representative’s ABN: 98114643971
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Accredited Derivatives Adviser Level 1 & 2 – KAPLAN Professional
- Bachelor of Commerce Economics – Monash University
- Certified Financial Planner – Financial Planning Association
- Graduate Diploma in Financial Planning – KAPLAN Professional
- SMSF Specialist Advisor – Self Managed Super Fund Association
Relevant memberships of professional bodies or industry associations: Association of Superannuation Funds Australia (ASFA)
Ivan Lim is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services