Roger Lim, Cfp®
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Roger Lim, Cfp® Email & Phone Number

Certified Financial Planner at IPP Financial Advisers
Location: Singapore 2 work roles 1 school
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✓ Verified July 2026 3 data sources Profile completeness 100%

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Current company
IPP Financial Advisers
Role
Certified Financial Planner
Location
Singapore
Company size
421 employees

Who is Roger Lim, Cfp®? Overview

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Quick answer

Roger Lim, Cfp® is listed as Certified Financial Planner at IPP Financial Advisers, a with 421 employees, based in Singapore. AeroLeads shows a matched LinkedIn profile for Roger Lim, Cfp®.

Roger Lim, Cfp® previously worked as Estate Planner at Rockwills Singapore. Roger Lim, Cfp® holds Bachelor Of Commerce - Bcom, Marketing from Western Sydney University.

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Email format at IPP Financial Advisers

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IPP Financial Advisers

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Profile bio

About Roger Lim, Cfp®

With over 13 years of practising, I had devised a framework of guiding principles to help Singaporeans plan their finance. I called these principles “Foundational Financial Planning” which encompass a set up formulas I took reference from my CFP® course. Armed with my knowledge, I plan to reach out to as many Singaporeans as possible, with a mission to empower them with the right approach to financial planning, which is vital in today’s ambiguous world. My Competency & Achievements:- B.Com (Marketing)- Certified Financial Planner TM- Associate Estate Planning Practitioner®- ​IBF Advanced (Level 2)- Member of Association of Financial Advisers, Singapore- Member of Financial Planning Association of Singapore- IBF Community of Certified Financial Practitioner- Six Times Chairman’s Round Table Qualifier- Ten Times Achievers Club Qualifier

Listed skills include Certified Financial Planner, Financial Planning, Estate Planning, Risk Management, and 17 others.

Current workplace

Roger Lim, Cfp®'s current company

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IPP Financial Advisers
Ipp Financial Advisers
Certified Financial Planner
singapore, singapore
Website
ippfa.com
Employees
421
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Company profile
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2 roles

Roger Lim, Cfp® work experience

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Team & coworkers

Colleagues at IPP Financial Advisers

Other employees you can reach at ippfa.com. View company contacts for 421 employees →

IT Isabel Teo Isabel Teo Colleague at Ipp Financial AdvisersSingapore View → XA Xuefang Ang Xuefang Ang Colleague at Ipp Financial AdvisersSingapore View → FL Fiona Lee Fiona Lee Colleague at Ipp Financial AdvisersSingapore View → KL Kenny Low Kenny Low Colleague at Ipp Financial AdvisersSingapore View → EN Eileen Neo Eileen Neo Colleague at Ipp Financial AdvisersSingapore View → RW Raymond Wong Raymond Wong Colleague at Ipp Financial AdvisersSingapore View → SS Sanjey S. Sanjey S. Colleague at Ipp Financial AdvisersSingapore View → CC Clement Chua Clement Chua Colleague at Ipp Financial AdvisersSingapore View → RS Russell Stagg Bsc(Hons), Ihsm(Dip) Russell Stagg Bsc(Hons), Ihsm(Dip) Colleague at Ipp Financial AdvisersSingapore View → NF Nicole Fong Nicole Fong Colleague at Ipp Financial AdvisersSingapore View →
1 education record

Roger Lim, Cfp® education

FAQ

Frequently asked questions about Roger Lim, Cfp®

Quick answers generated from the profile data available on this page.

What company does Roger Lim, Cfp® work for?

Roger Lim, Cfp® works for IPP Financial Advisers.

What is Roger Lim, Cfp®'s role at IPP Financial Advisers?

Roger Lim, Cfp® is listed as Certified Financial Planner at IPP Financial Advisers.

Where is Roger Lim, Cfp® based?

Roger Lim, Cfp® is based in Singapore while working with IPP Financial Advisers.

What companies has Roger Lim, Cfp® worked for?

Roger Lim, Cfp® has worked for Ipp Financial Advisers and Rockwills Singapore.

Who are Roger Lim, Cfp®'s colleagues at IPP Financial Advisers?

Roger Lim, Cfp®'s colleagues at IPP Financial Advisers include Isabel Teo, Xuefang Ang, Fiona Lee, Kenny Low, and Eileen Neo.

How can I contact Roger Lim, Cfp®?

You can use AeroLeads to view verified contact signals for Roger Lim, Cfp® at IPP Financial Advisers, including work email, phone, and LinkedIn data when available.

What schools did Roger Lim, Cfp® attend?

Roger Lim, Cfp® holds Bachelor Of Commerce - Bcom, Marketing from Western Sydney University.

What skills is Roger Lim, Cfp® known for?

Roger Lim, Cfp® is listed with skills including Certified Financial Planner, Financial Planning, Estate Planning, Risk Management, Financial Analysis, Finance, Investments, and Portfolio Management.

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