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JANE LIM
Licensed Financial Planner
Jane Lim is a friendly character with a bubbly personality. She has the unique ability of making complex information sound simple and easy to digest. Jane entered the financial services industry in 2006, and worked with big blue-chip financial companies such as Count Financial Limited and AMP Financial Planning Pty Ltd before starting Prosper Financial Planning in 2010.
Jane is a working mother of two children and highly appreciates the art of multi-tasking. She holds a Masters of Business Administration from Australian Graduate School of Management, a Masters in Applied Finance through Macquarie University and Advanced Diploma of Financial Planning. Being a highly motivated professional, Jane is always eager to help her clients on a wide range of financial planning needs.
Qualifications:
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Master of Applied Finance
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Master of Business Administration (AGSM)
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Advanced Diploma in Financial Planning
Sean and Coralie Christie
"My wife and I are so pleased that we engaged Jane Lim as our Financial Advisor. From the beginning Jane took great care to understand our financial situation, our goals, our concerns and appetite for risk before putting together a comprehensive investment plan.
Eighteen months in and our investment portfolio has returned great results; significantly exceeding the performance of our previous industry super fund.
Jane is professional, accessible, and has the ability to communicate the complex in simple terms. We only wish we found Jane earlier."
Schedule your first complimentary session!
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