Jane Lim – Financial Adviser

Adviser identifying number: 439936
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: SAMBE INVESTMENTS PTY. LIMITED
Licence number: 478766
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 20/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PROSPER FINANCIAL PLANNING PTY. LTD.
Authorised Representative identifying number: 439751
Authorised Representative’s ABN: 91161920341

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:

• Advanced Diploma of Financial Services – RG146
• Bachelor of Business (Financial Planning) – RMIT
• Diploma of Finance & Mortgage Broking Management – Intellitrain
• Master of Applied Finance – Macquarie University
• Self Managed Super Fund – RG146

Relevant memberships of professional bodies or industry associations:

Jane Lim is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• 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