Benjamin Lim
Financial Adviser in North Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000413923
- Location
- North Adelaide SA 5006
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 20 December 2010
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Services (Financial Planning), Association of Superannuation Funds of Australia Ltd (ASFA) (2008); Advanced Diploma of Financial Services (Superannuation), Association of Superannuation Funds of Australia Ltd (ASFA) (2009); Self Managed Superannuation Funds, Association of Superannuation Funds of Australia Ltd (ASFA) (2010); Certificate IV in Finance and Mortgage Broking, Kaplan Higher Education Pty Limited (2014); Margin Lending, Kaplan Higher Education Pty Limited (2015); MAI769 Ethics for Financial Services, Deakin University (2020); Graduate Certificate in Financial Planning, University of New South Wales (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Benjamin Lim
Benjamin Lim is a financial adviser in North Adelaide, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000413923.
Benjamin provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 20 December 2010.
The register records 2010 as the year Benjamin first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Association of Superannuation Funds of Australia Ltd (ASFA), 2008), Advanced Diploma of Financial Services (Superannuation) (Association of Superannuation Funds of Australia Ltd (ASFA), 2009) and Self Managed Superannuation Funds (Association of Superannuation Funds of Australia Ltd (ASFA), 2010).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Benjamin Lim a registered financial adviser?
Yes. Benjamin Lim is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000413923.
Which licensee does Benjamin Lim work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Benjamin Lim give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."