Terry Limberg - Director
Terry Limberg’s experience in investment strategy spans over 30 years. After graduating from the University of Technology with a Bachelor of Business majoring in Accounting in 1977, he was admitted as a Chartered Accountant in 1979. Terry became an authorised representative of David W Lee & Associates. There he provided advice and ongoing support on financial products to retail and wholesale clients.
Terry went on to establish Limberg Asset Management in May 2010. In the intervening 25 years Terry has grown a considerable client base and now manages investments and superannuation for more than 300 clients. Terry’s investment philosophy hinges on using smart systems and savvy people who can think and respond to change quickly.
With a passion for finance, Terry continues to grow his knowledge of the finance industry by undertaking further courses. He is an Associate of the Financial Institute of Australasia (Finsia) and a member of Institute of Chartered Accountants Australia.
Christopher Limberg - Director
A graduate of Macquarie University, majoring in Humanities, Chris Limberg completed post-graduate studies in investment, superannuation and retirement planning. Much of Chris’ hands-on finance experience was honed at Colonial First State. Chris learned the complexities of the funds management industry before moving to the distribution area where, as a direct report to the NSW manager, he extended his understanding of superannuation, investments and pensions.
He continued his upward move within the organisation by working directly with financial planners as a direct contact and point of sales for Colonial First State funds. He then joined David W Lee & Associates – a financial advising firm – To aid Terry with the management of clients and where he continued developing his knowledge in financial markets, investments, superannuation and pensions.
At Limberg Asset Management, Chris brings not only his experience and understanding of financial markets to the team, he’s also savvy when it comes to dealing with all of our clients’ financial needs.
