Investment Team

Edwin Lim

Managing Director, Head of Financial Investments

With a professional career spanning 20 years in the financial services industry, Edwin has gained extensive investment banking experience with Morgan Stanley, UBS as well as brokerage and trading experience with CommSec, Australia’s largest online stockbroking firm and subsidiary of the Commonwealth Bank of Australia.

Prior to co-founding the lending business within group, Edwin served at boutique service providers where he identified the market potential in the provision of a more customized and personalized approach in the residential lending industry. In his capacity as the Managing Director and Head of Financial Investments with AP Family Office, Edwin ensure his Financial Investments team takes a bespoke approach in utilising all aspects of finance to position our clients to succeed and to forge a partnership with our clients to build wealth.

Edwin holds a RG146 with the Australian Financial Markets Association and a Diploma of Financial Services (Financial Planning) with Kaplan Professional.