About Us

Strategic Partnership

Jess Lim is a Licensed Financial Advisor of Legacy Advisory Sdn Bhd.She is a Registered Financial Planner (FRP).She holds Capital Market Services Representative License (CMSRL) from Securities Commission & Financial Advisor's Representative License (FAR) from Bank Negara.

She was graduated from Tunku Abdul Rahman College, with Advanced Diploma in Commerce Cum CIMA (Chartered Institute of Management Accountant) in 2001. In year 2004, she started to be involved in estate planning & insurance industry & she is a senior Estate Planner of Rockwills. Thereafter, she obtained Associate Estate Planning Practitioner (AEPP) certificate in 2009. In year 2011, she completed her Registered Financial Planner (RFP) qualification. In order to meet the demand of clients to provide a more comprehensive financial planning needs, she joined Legacy Advisory Sdn Bhd(LASB) in year 2013.

Legacy Advisory Sdn Bhd is a Financial Advisory Firm (FA) licensed by Bank Negara (BNM), Securities Commission(SC) & FIMM since 2008.LASB is also a CUTA (Corporate Unit Trust Advisors) member, who can provide clients with a mixed unit trust investment portfolio from various fund houses. Being a CUTA representative, we are able to recommend the best product from respective Unit Trust Management Companies (UTMCs) to create the best value for our clients.

Via the Legacy platform, we are committed to provide top quality service of various financial planning needs to clients through the established links with many reputable financial institutions with no bias to any of them.
 

 


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