ALICIA LIANG SUN

Financial Adviser · Hurstville, NSW

Registered

Registration Number

001235241

Registration Status

Registered

Location

Hurstville, NSW 2200

Providing Advice Since

2015

Registration Date

01/09/2020

Financial Services Licensee

GWM ADVISER SERVICES PTY LTD

Licence #000230692

📚 Qualifications & Training

2012 - Bachelor of Economics in Economics and Accounting - Bachelor Degree (AQF 7) - University of New South Wales (NSW)
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2018 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia (FAAA)
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2019 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
2024 - FAAA Aged Care Specialist - Professional Designations - Financial Advice Association Australia (FAAA)

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.