Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

Alicia Liang Sun

11 Years experience
Tax advice
authorised
Currently at
Psk Advisory Services Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 001235241

Alicia Liang Sun is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Alicia is currently authorised under Psk Advisory Services Pty Ltd. Alicia holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). Alicia is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2012
Bachelor of Economics in Economics and Accounting
University of New South Wales (NSW)
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2019
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2024
FAAA Aged Care Specialist
Financial Advice Association Australia (FAAA)

Registration History

Psk Advisory Services Pty Ltd
May 2023 - Present Current
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Psk Advisory Services Pty Ltd
Oct 2020 - Apr 2023 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
GWM ADVISER SERVICES PTY LTD
Sep 2020 - Oct 2020 Ceased
National Australia Bank Limited
Sep 2015 - Aug 2020 Ceased

Source: ASIC Financial Advisers Register