Monica Lim

Monica Lim is an experienced paraplanner with over a decade of expertise in preparing strategic financial advice and modeling. Currently at Insignia Financial since September 2021, Monica specializes in areas such as investment management, personal and business risk assessment, superannuation, estate planning, retirement planning, and debt management. Prior to this role, Monica worked at National Australia Bank for a decade, developing similar financial strategies. Earlier career experiences include positions as a junior paraplanner at Wainscott Financial Services and Carrington Financial Services, as well as a financial planning assistant at Hillross Financial Services. Monica holds a degree in Accounting, Finance, and Financial Planning from Deakin University, completed in 2007.