Monica Lim Email & Phone Number
Senior Paraplanner @ Insignia Financial
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Monica Lim Location
- Melbourne, VIC, AU
Monica Lim Work
- Senior Paraplanner @ (June 2020 - Present)
- Paraplanner @ National Australia Bank (August 2011 - June 2020)
- Junior Paraplanner @ Wainscott Financial Services (AMP) (January 2011 - July 2011)
- Junior paraplanner @ (July 2010 - December 2010)
- Financial Planning Assistant @ (December 2007 - June 2010)
Monica Lim Education
- Deakin University
Commence (Accounting, Finance & Financial Planning)
2004-2007
Monica Lim Skills
- Customer Service
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Income Protection
- Insurance
- Investment Strategies
- Investments
- Pensions
- Retirement Planning
- Strategic Financial Planning
- Strategy
- Superannuation
- Wealth
- Wealth Management
- Financial Services
Monica Lim Summary
- Monica Lim, based in Melbourne, VIC, AU, is currently a Senior 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 Customer Service, Finance, Financial Advisory, Financial Planners, Financial Planning and more. Monica Lim has 4 emails on RocketReach.
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