Sidney Lim Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
Understanding that every client is unique, and that wealth means more than just having money, Sidney’s driving force is to help his clients achieve their financial and life goals.
Managing financial matters can be extremely complex, both in time and cost, and while some are adept at managing their own financial affairs, Sidney’s clients realise they would rather entrust him so that they can focus on their aspirations, goals and passions – the things they enjoy and are most important to them!
With over twenty years of experience and with a whole host of academic qualifications, Sidney and his team focus on fully understanding their client’s goals and values first before utilising their strategic capabilities to deliver the desired outcomes. Fundamentally, his passion is to transform complexity to simplicity, and more importantly, for him to enjoy enduring and successful relationships with his clients.
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 and surfing sports channels. Being a sports-mad person, he has also been told he is living vicariously through his children’s sporting pursuits.
- Certified Financial Planner (CFP)
- Master of Commerce (Financial Planning)
- Diploma of Financial Planning
- Diploma of Financial Markets
Areas of expertise
Asset Protection and Business Structures
Insurance advice for individuals and business owners
Retirement Planning and Pensions
Self Managed Superannuation Funds (SMSF)
Tax Effective Wealth Strategies
Small to Medium Enterprises (SME)
Investment and Portfolio Construction
Divorce and Financial Settlements
Strategic Financial Advice
Key Person Insurance Strategies
- Over 20 years providing Financial Advice
- 13 years Managing Director of Wealth Management arm of global second-tier Accounting firm.
- 3 years Senior Adviser of second-tier Accounting firm.
- Over 19 Years in total as owner and principal of Financial Advisory businesses
“I appreciate the expertise and honesty with which Sidney and his team manage my portfolio and especially thank them for this during periods of market instability over the years – their jobs weren’t easy!”
Bruce Beresford, Hollywood Director
“We were introduced to you by our accountant and we have found your actions and professional conduct to be first class. We are more than pleased to endorse our accountant’s recommendation. Your advice is sound and the strategy you have employed is without fault. We have complete faith in your judgement and could not think of a better person to look after our financial future.”
Gary & Margaret Burnham
“As a long standing client, our family have always received excellent service from the team and they have continued to tailor strategies to our needs. We also believe Fitzpatricks’ investment approach is an excellent fit for our rather conservative attitude to investing!”
Grant and Wendy Young, Family Business