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