IVAN LIM


Licensee: RENAISSANCE WEALTH ADVISORS PTY LTD

IVAN LIM (Adviser# 001000934) 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 February 10, 2009.

Adviser Overview

Register Name Financial Advisers
Adviser Name IVAN LIM
Adviser Number 001000934
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1998
Financial Service (AFS) Licence Licence# 000308297
RENAISSANCE WEALTH ADVISORS PTY LTD
Licence ABN 98114643971
Adviser Start Date 2009-02-10
Appointing Representative Name RENAISSANCE WEALTH ADVISORS PTY LTD
Appointing Representative Number 000308297
Appointing Representative ABN 98114643971
Memberships Association of Superannuation Funds Australia (ASFA)

Authorisations to provide financial product advice

  • IVAN LIM
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
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

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000308297 RENAISSANCE WEALTH ADVISORS PTY LTD 2009-02-10 - RENAISSANCE WEALTH ADVISORS PTY LTD

Licensee Information

Licence Name RENAISSANCE WEALTH ADVISORS PTY LTD
Licence Number 000308297
Licence ABN 98114643971

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SALENA NGUYEN Renaissance Wealth Advisors Pty Ltd Current 2018-07-30
MICHAEL HUYNH Renaissance Wealth Advisors Pty Ltd Current 2018-05-01
ALISIA BUDIMAN Renaissance Wealth Advisors Pty Ltd Current 2018-01-12
MALCOLM ROSS JOHN WOOD Renaissance Wealth Advisors Pty Ltd Ceased 2017-08-01
HAU NGOC NGUYEN Renaissance Wealth Advisors Pty Ltd Current 2009-02-10

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SALENA NGUYEN Renaissance Wealth Advisors Pty Ltd Current 2018-07-30
MICHAEL HUYNH Renaissance Wealth Advisors Pty Ltd Current 2018-05-01
ALISIA BUDIMAN Renaissance Wealth Advisors Pty Ltd Current 2018-01-12
MALCOLM ROSS JOHN WOOD Renaissance Wealth Advisors Pty Ltd Ceased 2017-08-01
HAU NGOC NGUYEN Renaissance Wealth Advisors Pty Ltd Current 2009-02-10

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Dataset Information


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.