JENNIE JIN ZHI LIM


Licensee: PATERSONS SECURITIES LIMITED

JENNIE JIN ZHI LIM (Adviser# 001258632) 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 7, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name JENNIE JIN ZHI LIM
Adviser Number 001258632
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000239052
PATERSONS SECURITIES LIMITED
Licence ABN 69008896311
Licence Controlled By PATERSONS SECURITIES LIMITED
Adviser Start Date 2017-02-07
Appointing Representative Name PATERSONS SECURITIES LIMITED
Appointing Representative Number 000239052
Appointing Representative ABN 69008896311
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • JENNIE JIN ZHI LIM
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
928 Margin Lending Knowledge and Skills - KAPLAN
Bachelor of Commerce (Finance and Banking) Murdoch University
CFP 1-3 Financial Planning Association
Diploma of Financial Planning Pinnacle Financial Services Academy

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000239052 PATERSONS SECURITIES LIMITED
Licence controlled by: PATERSONS SECURITIES LIMITED
2017-02-07 - PATERSONS SECURITIES LIMITED

Licensee Information

Licence Name PATERSONS SECURITIES LIMITED
Licence Number 000239052
Licence ABN 69008896311

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MICHAEL ANDRE CERRETO Patersons Securities Limited Current 2018-08-10
STEFFI SENDECKI Patersons Securities Limited Ceased 2018-04-23
RYAN JAMES SCARTH Patersons Securities Limited Current 2018-03-19
ROHAN JOHN DALZIELL Patersons Securities Limited Current 2017-11-30
CESARE DANIEL SCALISE Patersons Securities Limited Current 2017-11-09
TIMOTHY BURLEY CHAPMAN Patersons Securities Limited Current 2017-02-27
ROHAN MCCLURE Patersons Securities Limited Current 2017-02-20
JONATHAN GRIGG Patersons Securities Limited Current 2016-09-01
ANTONIA IRENE GAPES Patersons Securities Limited Current 2016-08-01
MASON PAUL BROWN Patersons Securities Limited Current 2016-07-15

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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.