Emily Sun

Senior Financial Adviser at Infocus Advisory (Australia)
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Contact Information
us****@****om
(386) 825-5501
Location
Sydney, New South Wales, Australia, AU
Languages
  • English Native or bilingual proficiency
  • Mandarin Native or bilingual proficiency
  • Shanghainese Native or bilingual proficiency

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Bio

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Credentials

  • Cavendish Self Managed Super Fund specialist accreditation
    University of Adelaide
    Aug, 2013
    - Oct, 2024

Experience

  • Infocus Advisory (Australia)
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Adviser
      • Feb 2022 - Present

  • ANZ
    • Australia
    • Banking
    • 700 & Above Employee
    • Senior Financial Planner
      • Oct 2017 - Jul 2020

  • Westpac
    • Australia
    • Banking
    • 700 & Above Employee
    • Senior Financial Planner
      • Aug 2011 - Oct 2017

  • ClearView Wealth Limited
    • Australia
    • Financial Services
    • 200 - 300 Employee
    • Financial Planner
      • Jul 2008 - Aug 2011

  • Citi
    • United States
    • Financial Services
    • 700 & Above Employee
    • Relationship Manager
      • Jun 2006 - Jun 2008

  • AMP
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jun 2004 - Jun 2006

  • Westpac
    • Australia
    • Banking
    • 700 & Above Employee
    • Personal banker
      • Jan 2003 - Jun 2004

Education

  • FINSIA
    Postgraduate Degree, Financial planning
    2004 - 2006
  • University of Sydney
    Master's degree, Finance
    2001 - 2002
  • La Trobe University
    Bachelor of Finance, Accounting and Finance
    1999 - 2001

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