Jane Lim – Financial Adviser
Adviser identifying number: 439936
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: WEALTHSURE PTY LTD
Licence number: 238030
Licensee’s ABN: 93097405108
Licence controlled by:
The date the Financial Adviser commenced the appointment: 08/03/2010
The date the Financial Adviser ceased the appointment: 09/07/2012
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:
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: