Our Team

Alicia Sun
Partner, Private Client Adviser

With over a decade of wealth management experience across Business & Private Banking and boutique financial practices, Alicia is an Aged Care Specialist, and award-winning adviser. Her expertise spans investment markets, superannuation, wealth creation, and crafting personalised investment strategies.

She serves a diverse clientele, from retirees and high-net-worth families to C-suite executives and business owners, providing tailored financial guidance that places their best interests at the forefront. Her strategic, client-focused approach ensures optimal outcomes and long-term financial peace of mind.

Before joining PSK, she held Senior Adviser roles at National Australia Bank and AMP, where she honed her skills in creating comprehensive, bespoke financial plans. Her dedication and high standards have earned her a respected reputation in the industry.

She mentors young associates, helping them build skills and confidence in the financial services industry.

Trilingual in English, Mandarin, and Cantonese, Alicia is well-equipped to connect with and support a diverse range of clients. Outside of her professional life, she enjoys baking, exploring new cuisines, and spending quality time with her family.

Accreditations
  • Bachelor of Economics (Economics & Accounting)
  • Graduate Diploma in Legal Studies
  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning
  • Ethics and Professionalism in Financial Advice
  • Specialist accreditation in SMSF
  • Certified Financial Planner® (CFP)®
  • FAAA Aged Care SpecialistTM (ACS)
Memberships

Financial Advice Association of Australia (FAAA)

Connect

Your adviser is based at our Sydney office