Jane Lim began her career in Banking and wealth Management. She later became a financial adviser and for the past 12 years has been running her own financial planning business. She has built a strong reputation for delivering professional financial advice and support to her clients. Her clients trust and value her partnership in their financial journey.
Jane holds a Degree in Accounting and Finance, Advanced Diploma in Financial Services and is an accredited Mortgage consultant. In addition to her tertiary qualifications in the finance and mortgage industry, she is also a Certified Financial Planner (CFP). Jane is an excellent communicator and can speak fluent English, Mandarin and Cantonese.
Jane is always eager to help her clients reach their financial goals and provides strategic solutions throughout their financial journey. Jane’s areas of expertise include superannuation planning, transition to retirement, investment planning, wealth and debt management, insurance and residential mortgages and home loan repayments.
On the weekend Jane enjoys spending time catching up with family and friends. She also enjoys the occasional road trips and walks around the city and in the country.
Jane is a strong believer in giving back to the community.She volunteers in the aged care community and is also actively involved in the Cancer Council Pro Bono Program.