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.
Known for her warm, professional, and approachable style, Sunny places a strong emphasis on building genuine relationships with her clients. She takes the time to understand what matters most, ensuring every recommendation is thoughtful and tailored to each individual. Her honest and supportive approach helps clients feel confident and empowered, even when navigating complex financial decisions.
Before transitioning into financial services, Sunny built a career as a professional golfer, competing on the WPGA Tour of Australasia. This experience shaped her disciplined mindset, resilience, and commitment to long-term strategy. She applies these qualities to guide clients forward in their financial journey, one step at a time.
- 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
