Lionel Lim

Principal Investment Specialist

MAS Rep No: LTP100037793

Languages: English, Mandarin

Industry Experience: 19 years

lionellimtp@phillip.com.sg

ABOUT ME

I joined Phillip Securities as a Trading Representative in 2005 out of passion for investments. During my years in this industry, I've accumulated experience in servicing clients for Stocks, Corporate bonds, Unit trusts, CFDs and ETFs. I enjoy communicating and exchanging ideas with my clients on investments. Besides that, I update my clients daily with Research Reports and Market News. Before joining Phillip Capital, I had experience in Auditing and Banking.

MY PROFESSIONAL SERVICES

Stocks & Shares

Ownership of the company through shares traded on Global Stock exchanges such as the SGX, HKEx, NYSE, SSE, NASDAQ, Bursa, etc

Other Specialties

Corporate and Retail Bonds
CFDs
ETFs

Unit Trust

Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money

SMART Park

An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities

Securities Advisory Service

Receive bespoke investment advice from your investment specialist with access to local and foreign stock markets

SMART Portfolio

Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis

GET IN TOUCH

TESTIMONIALS

Lionel Lim has been servicing me for the last 15 years. I got to know him from a mutual friend. He has always been attentive to my needs when I have difficulty navigating throughthe Poems Platform. In addition, Lionel does not mind sharing news, research reports and his personal views on the Stock Market and Economy with me, which I feel it’s getting rare nowadays. I understand Lionel is not only familiar with Stocks, he is also familiar with Corporate Bonds, Unit Trusts and ETFs as well. It’s a great joy investing with Lionel.

Tan Hong Lee

Client

Dec 2021