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More than 20 Years experience of Professional, Personalized & Independent Advisory Services

Lim Cheng Huat Bernard

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REP No.: LCH100027920

Associate Wealth Advisory Director

• 2001 Bachelor of Business (Econ & Finance) Financial Planning (Distinction) RMIT University – with Golden Key International Honor & KPMG Award for Marketing of Services
• 2002 Certified as Investment Representative by Singapore Institute of Banking & Finance
• 2002 Certified in Life Insurance, Health Insurance, Financial Need Analysis, Investment Linked Insurance by Singapore College of Insurance
• 2005 Certified Financial Coach (UK)
• 2010 Accredited Mortgage Consultant

 

Licensed to

Advising on investment products (units in a collective investment scheme)

Advising on investment products (securities)

Arranging contracts of insurance in respect of life policies

Advising on investment products (life policies)

                   

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Testimonials

I came to know of my financial adviser representative through an introduction. Since then, I have been with him for the past 14 years. Prior to having professional financial advice, I found my financial situation to be unplanned, ad-hoc and messy. I now have better visibility of my financial situation and am better able to appreciate various investments and insurance products. This is my first time having professional financial advice and I find it to be a great service in which I have recommended my financial adviser representative to a few friends.

Tan EH

IT Technology

I was introduced to my financial adviser representative by a friend and I have been with him for the past 12 years. Professionally, he is competent, knowledgeable and has a holistic approach to financial planning. He listens well to his client’s needs and is able to recommend products accordingly. He is a patient, approachable person and not pushy. He is always diligent in his responsibilities where he keeps me updated on trends, financial situations and provides me with options. Since knowing him, I have seen growth in my investments. I have greater peace of mind, knowing that my financial needs are managed professionally and with care

Au Yong Wai Harn

Retiree

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