With over 10 years of wealth management experience across Business & Private Banking and boutique financial practices, Alicia is a highly acclaimed Certified Financial Planner (CFP®) who has won multiple awards in her field.
Alicia offers tailored and comprehensive financial guidance to a diverse clientele, including retirees, high-net-worth families, C-suite executives, and business owners. Her approach is strategic and personalised, and always in the client’s best interest, ensuring the best outcomes and financial peace of mind.
Before joining PSK, Alicia served as a Senior Adviser at both National Australia Bank and AMP, where she gained extensive experience in investment markets, superannuation, wealth creation, and designing bespoke investment strategies.
Alicia firmly believes that a solid and well-executed financial plan is the key to achieving financial freedom and can have a profound impact on a client’s financial wellbeing. Alicia is passionate about utilising her expertise to go above and beyond and help clients understand, protect, and grow their wealth. Her unwavering commitment to her clients is reflected in her tireless efforts to do her absolute best for them, making her a trusted and respected figure in the industry.
Alicia is a dedicated Partner at PSK and role model, currently serving on PSK’s Investment Committee. She also enjoys sharing her knowledge and empowering other like-minded women in the financial services industry by providing mentorship opportunities to help them reach their full potential.
Alicia is trilingual (English/Mandarin/Cantonese) and a cake baking enthusiast, she enjoys good food and spending quality time with the family.
Testimonials
Our entire family trusts Alicia as our financial adviser, and for good reason. She has demonstrated remarkable qualities such as patience, attentive listening, and the ability to allay our fears while keeping our finances on track. With the ongoing global financial uncertainty, her client-centric expertise is particularly valuable. Alicia is always available to keep us informed about our financial strategies, including tax and risk management issues. We feel confident in her ability to help us navigate any financial challenge that may arise.
We deeply appreciate and value Alicia’s professional expertise and empathy. We have no reservations in recommending Alicia to anyone seeking financial planning assistance. - Peter, Susan & John
Click here to view Alicia's latest FSG
