Financial Adviser
· SYDNEY, NSW
Sunny Sun Hong Wilkinson
No disciplinary history on record with ASIC
SYDNEY,
NSW
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001299292
Sunny Sun Hong Wilkinson is a financial adviser based in Sydney, New South Wales, with 3 years of experience in the financial services industry since 2023. Sunny is currently authorised under Walker Lane. Sunny holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sunny's qualifications include a Bachelor of Business (Financial Planning) from Swinburne University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2018
Diploma of Financial Planning
Monarch Institute
2021
Bachelor of Business (Financial Planning)
Swinburne University of Technology
2022
Accredited Listed Product Adviser Program
Kaplan Professional Education
2022
Debt Strategies
Kaplan Professional Education
2023
SMSF Regulations and Taxation
Kaplan Professional Education
2024
Commercial Law
Kaplan Professional Education
2026
Accredited Aged Care Professional
Aged Care Steps
Registration History
Source: ASIC Financial Advisers Register