SIDNEY LIM

About

With over 20 years’ experience, Sidney and his team focus on fully understanding their clients’ goals and values before utilising their expertise to deliver the desired outcomes. Fundamentally, his passion is to transform the “complex” to “simple”, and more importantly, for him to enjoy long term and successful relationships with his clients.

 

Sidney understands that wealth is more than just having money and relishes assisting clients plan and enjoy many milestones, from preparing for a growing family to transitioning to, and enjoying a rewarding retirement. Strategies are developed with the clients’ involvement to ensure that they have a say and an understanding of their various options prior to implementation.  Where it is an important consideration, Sidney takes an active approach to responsible investing money and is committed to the fiduciary responsibilities of the Principles for Responsible Investing (PRI). Sidney believes that taking an ethical approach to investing should not compromise the benefits of long term investing for intergenerational wealth accumulation and wealth protection.

 

Having a core value of ‘Living life with Balance’, Sidney’s most important job away from the office is being a great father to his son and daughter. Sidney is a keen cyclist, skier and golfer. His other interests include travelling, cooking and eating good food. Being a sports-mad person, he has also been told he is living vicariously through his children’s sporting pursuits.

 

 

Sidney Lim is an authorised Representative of Fitzpatricks Private Wealth Pty Ltd ABN 33 093 667 595, holder of Australian Financial Services Licence (AFSL) No. 247 429

Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:

2016

Qualifications:

Bachelor of Business, Bachelor of Laws
Diploma of Financial Planning

Financial Adviser Since:

2004

Providing Responsible Investment Advice Since:

2012

  • Superannuation and Retirement Planning
  • Investments/Managed Funds

Bendigo Bank Smart Options super and investment includes: Australian Ethical Australian Shares Fund (Wholesale) – AUG0018AU

  • Australian Ethical Australian Shares Fund
  • Australian Ethical Balanced Fund
  • Australian Ethical Diversified Shares Fund (Wholesale)
  • CFS FirstChoice Wholesale
  • Generation Wholesale Global Share
  • BT Wholesale Property Securities Fund
  • Australian Unity Funds Management Ltd – Altius Sustainable Bond Fund
  • Bendigo Bank Cash Account
  • Perpetual Wholesale Ethical SRI Fund

Emerald Wrap platform

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

Contact Information

Contact: Sidney Lim

Email: sidney.lim@fitz.com.au

Phone: 02 9248 8040

Website: www.fitz.com.au/adviser/sidney-lim

Address: Level 5, 4 Martin Place SYDNEY NSW 2000