Tony Lim

Tony Lim

  • Financial Advisor | Financial Planning
  • Melbourne
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Tony Lim began his career as a Paraplanner at an industry super fund where he excelled in distilling complex financial concepts into clear and concise advice to members. He joined BG Private in 2021 as an Associate Advisor before becoming a Financial Advisor in 2023.

Tony Lim is passionate about helping individuals and families achieve their financial goals. He has a strong understanding of various financial planning components, including investment management.

He loves helping people in the pre-retirement stage with strategies that take advantage of the last decade or so of their working lives to maximise their position as they transition to retirement and beyond.

He also enjoys post-retirement financial planning as he is able to give clients peace of mind that they will be able to continue to enjoy their lifestyles by implementing some clever strategies.

Internally, Tony is seen as a role model and mentor with more junior staff turning to him with any questions they have.

Outside of work, Tony spends his time playing badminton and tennis. He is also an avid fan of the NBA and supports the Houston Rockets.

Financial Services Guide and Advisor Profile.


  • Bachelor of Commerce
  • Advanced Diploma of Financial Planning

Highly regarded in

  • Retirement planning


  • Pre-retirees
  • Retirees