Financial Adviser
· BELLA VISTA, NSW
Sun Hee Hres
No disciplinary history on record with ASIC
BELLA VISTA,
NSW
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001253446
Sun Hee Hres is a financial adviser based in Bella Vista, New South Wales, with 27 years of experience in the financial services industry since 1999. Sun is currently authorised under Synchron Advice, operating through MacQuarie Partners Financial Advisory. Sun holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sun's qualifications include a Diploma of Financial Services (Financial Planning) from Tribeca. Sun is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Tribeca
2010
ASX Accredited Listed Products Adviser
Kaplan Education Pty Ltd
2010
Margin Lending & Geared Investments
Kaplan Education Pty Ltd
2010
Self Managed Superannuations Funds
Kaplan Education Pty Ltd