Joshua YL Lim

Melbourne

Joshua YL Lim in Melbourne works at Bendigo and Adelaide Bank (Product Manager, Wealth Products, Sandhurst Trustees) and was educated at CFP Australia.

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Jobs

Bendigo and Adelaide Bank Jun 2019 - Present 1 year 8 months , Melbourne, Australia , The role is responsible for:Ownership and management of the wealth product offerings in... - Present
Product Manager, Wealth Products, Sandhurst Trustees

Bendigo and Adelaide Bank Jan 2018 - Jun 2019 1 year 6 months , Melbourne, Australia , Complaint investigation and resolution.Investigating and remediating systemic issuesDe... - Jun 2019
Professional Standards

Commonwealth Bank May 2015 - Jan 2018 - Jan 2018
Assessment Manager, Wealth Management

Education

CFP Australia 2017 - 2017
CFP Australia. Wealth Management

RG146 2013 - 2013
DFP. Insurance, Superannuation, Investments

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