JANE LIM (Adviser# 000439936) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is January 20, 2017.
| Register Name | Financial Advisers |
| Adviser Name | JANE LIM |
| Adviser Number | 000439936 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000478766 SAMBE INVESTMENTS PTY. LIMITED |
| Adviser Start Date | 2017-01-20 |
| Appointing Representative Name | PROSPER FINANCIAL PLANNING PTY. LTD. |
| Appointing Representative Number | 000439751 |
| Appointing Representative ABN | 91161920341 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| 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 |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000478766 | SAMBE INVESTMENTS PTY. LIMITED | 2017-01-20 - | PROSPER FINANCIAL PLANNING PTY. LTD. |
| 000342766 | LIONSGATE FINANCIAL GROUP PTY. LTD. | 2013-05-29 - 2017-01-20 | LIONSGATE FINANCIAL GROUP PTY. LTD. |
| 000418872 |
BULL & BEAR FINANCIAL STRATEGIES PTY LTD
Licence controlled by: BULL & BEAR FINANCIAL STRATEGIES PTY LTD |
2012-07-09 - 2013-05-27 | |
| 000238030 | WEALTHSURE PTY LTD | 2010-03-08 - 2012-07-09 |
| Licence Name | SAMBE INVESTMENTS PTY. LIMITED |
| Licence Number | 000478766 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.