Kar Foong Lim – Financial Adviser

Adviser identifying number: 1240239
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: AMP FINANCIAL PLANNING PTY LIMITED
Licence number: 232706
Licensee’s ABN: 89051208327
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 08/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AMP FINANCIAL PLANNING PTY LIMITED
Authorised Representative identifying number: 232706
Authorised Representative’s ABN: 89051208327

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:

• Bachelor of Accounting (Qualification) – University of Malaya
• Diploma of Financial Planning – Mentor Education Pty Ltd
• Master of Applied Finance – Macquarie University

Relevant memberships of professional bodies or industry associations: CPA – Certified Practising Accountant

Kar Foong 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