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Suny Fan Email & Phone Number
Financial Advisor
at
Australian Retirement Trust
1 work email found
@mmc.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Greater Melbourne Area, Australia
Company size
Who is Suny Fan? Overview
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Quick answer
Suny Fan is listed as Financial Advisor at Australian Retirement Trust, a with 2681 employees, based in Greater Melbourne Area, Australia. AeroLeads shows a work email signal at mmc.com and a matched LinkedIn profile for Suny Fan.
Suny Fan previously worked as Relationship Manager at Telstrasuper and Financial Advisor at Marsh & Mclennan Companies. Suny Fan holds Master Of Applied Finance from Kaplan.
Company email context
Email format at Australian Retirement Trust
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{first}.{last}@mmc.com
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AeroLeads found 1 current-domain work email signal for Suny Fan. Compare company email patterns before reaching out.
Profile bio
About Suny Fan
Financial PlannerI am a Certified Financial Planner specialising in:- Wealth Creation- Wealth Protection- Retirement Planning and- Succession PlanningMy mission is to help you secure your future by working in partnership with you to achieve financial peace of mind. I am passionate about helping clients from all stages of life, and believe everyone can benefit from financial advice regardless of the size and/or complexity of their financial situation.Specialties: Financial Planning, Investments, Risk management, Superannuation, Retirement and Estate Planning.
Listed skills include Strategic Financial Planning, Risk Management, Wealth Management, Investments, and 30 others.
Current workplace
Suny Fan's current company
Company context helps verify the profile and gives searchers a useful next step.
Australian Retirement Trust
11 roles
Suny Fan work experience
A career timeline built from the work history available for this profile.
Relationship Manager
Financial Advisor
Feb 2016 - Jun 2020
Financial Planning Consultant
Aug 2014 - Jan 2016
Financial Planner And Mortgage Broker
Financial Planner and Mortgage Broker
Nov 2013 - May 2014
Financial Planner
I work for a company that is the leading independent wealth management company in Australia and New Zealand. I provide clients with:- Financial advice- Superannuation, retirement income and other investment products for individuals- Superannuation services for businesses- Income protection, disability and life insurance - Selected retail banking products, and - Investments in shares, fixed interest, property, infrastructure, multi-manager and multi-asset funds.
Nov 2012 - Nov 2013
Planner Assistant
Fair Financial
Responsibilities included:- Using Xplan and financial planning tools to build reports and recommendations- Liaise with clients and planners- Client Fact Find and application submissions
Jun 2011 - Nov 2012
Customer Service Consultant
Provided high level solutions to existing clients in areas including:- Retail banking - Internet banking - Mortgages
Oct 2010 - Nov 2012
Bdm Sales
- Worked as a Business Development Consultant- Consulting and relationship building for new and existing clients to sell new products and services
Aug 2009 - Nov 2010
Key Accounts
- Worked as part of a team to support Key Account Customers- Relationship building with C level executives from various companies to further streamline and develop their businesses
Jan 2009 - Aug 2009
Business Analyst
- Market research, client research and data analysis- Worked on account planning sessions, forecasting potential pipelines, strengthening existing pipelines, as well as building stronger relationships with customers
Jan 2008 - Aug 2009
3 education records
Suny Fan education
Master Of Applied Finance
Kaplan
Advanced Diploma Of Financial Services, Finance
Iit
Bachelor Of Laws/Bachelor Of Commerce, Finance, General
FAQ
Frequently asked questions about Suny Fan
Quick answers generated from the profile data available on this page.
What company does Suny Fan work for?
Suny Fan works for Australian Retirement Trust.
What is Suny Fan's role at Australian Retirement Trust?
Suny Fan is listed as Financial Advisor at Australian Retirement Trust.
What is Suny Fan's email address?
AeroLeads has found 1 work email signal at @mmc.com for Suny Fan at Australian Retirement Trust.
Where is Suny Fan based?
Suny Fan is based in Greater Melbourne Area, Australia while working with Australian Retirement Trust.
What companies has Suny Fan worked for?
Suny Fan has worked for Australian Retirement Trust, Telstrasuper, Marsh & Mclennan Companies, Anz, and Amicus Financial Lifestyle Planning.
How can I contact Suny Fan?
You can use AeroLeads to view verified contact signals for Suny Fan at Australian Retirement Trust, including work email, phone, and LinkedIn data when available.
What schools did Suny Fan attend?
Suny Fan holds Master Of Applied Finance from Kaplan.
What skills is Suny Fan known for?
Suny Fan is listed with skills including Strategic Financial Planning, Risk Management, Wealth Management, Investments, Finance, Income Protection, Financial Advisory, and Market Research.
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