Monica Lim Email & Phone Number
Paraplanner @ Insignia Financial
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Monica Lim Location
- Melbourne, VIC, AU
Monica Lim Work
- 2021 -now Paraplanner @
- 2011 -2021 Paraplanner @
- 2011 -2011 Junior Paraplanner @ Wainscott Financial Services (AMP)
- 2010 -2010 Junior paraplanner @
- 2007 -2010 Financial Planning Assistant @
Monica Lim Education
- Deakin University
Commence (Accounting, Finance & Financial Planning)
2004-2007
Monica Lim Skills
- Strategic Financial Planning
- Financial Advisory
- Investment Strategies
- Superannuation
- Investments
- Financial Planners
- Pensions
- Finance
- Customer Service
- Income Protection
- Insurance
- Strategy
- Wealth
- Retirement Planning
- Wealth Management
- Financial Services
Monica Lim Summary
- Monica Lim, based in Melbourne, VIC, AU, is currently a Paraplanner at Insignia Financial. Monica Lim brings experience from previous roles at National Australia Bank, Wainscott Financial Services (AMP), Carrington Financial Services and Hillross Financial Services - Wealth Management. Monica Lim holds a 2004 - 2007 Commence in Accounting, Finance & Financial Planning @ Deakin University. With a robust skill set that includes Strategic Financial Planning, Financial Advisory, Investment Strategies, Superannuation, Investments and more. Monica Lim has 4 emails on RocketReach.
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