Jane Lim

Psk Financial Services

5.00
2 Reviews
Gold
14 Yrs Experience
Parramatta, NSW 2150

Recent reviews

Psk Financial Services

Level 4, 3 Horwood Place
Parramatta, NSW 2150

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Bachelor of Arts (Accounting and Finance)
  • Language spoken
    • English

Licensed by

Charter Financial Planning

AFSL 234665

5.00
2 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"I am very comfortable dealing with Jane i feel she cares about my situation and i trust her advice and knowledge. She will listen and discuss various options until we both we reach mutual agreed solution"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2010

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2007

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Bachelor of Arts (Accounting and Finance)

Level
7 - Bachelor Degree
Institution
Manchester Metropolitan University
Completed
1983

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Australian College of Professionals (ACOP)
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Brokers Association of Australia (FBAA)

Membership type
Member
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