Sunny is a Financial Planner at Rethink Wealth, bringing experience across private wealth and advisory while supporting clients from a diverse range of backgrounds and life stages. She joined the financial services industry in 2018 and is dedicated to delivering clear, practical, and personalised advice aligned to each client's goals.
Before transitioning into financial services, Sunny built a career as a professional golfer, competing on the WPGA Tour of Australasia.
Accreditations/ Educations:
- Bachelor of Business, Swinburne University of Technology
- Diploma of Financial Planning (RG146), Monarch Institute
- Self-Managed Superannuation Funds (SMSF) Regulations and Taxation, Kaplan Professional
- ASX Accredited Listed Product Adviser (ALPA), Kaplan Professional
- Debt Strategies, Kaplan Professional
- Commercial Law, Kaplan Professional
- Accredited Aged Care Professional, Aged Care Steps
