Kelly Sun

Associate

Currently in final year of pursuing a Bachelor of Economics and International Studies at the University of Sydney, I have developed a strong academic foundation that has equipped me with the skills necessary to excel in the dynamic world of mortgage brokerage and wealth advisory.

My experience in various roles, such as mortgage broker assistant, translator and interpreter for overseas developers, migration assistant, and retail sales, has honed my ability to deliver exceptional customer service. I am a firm believer in going above and beyond client expectations, and my work ethic is centered on customer satisfaction and achieving tangible outcomes.

As a Wealth Associate at Capton, I apply my expertise to assist clients with financing commercial, residential, SMSF, and asset finance, as well as advising on insurance matters. My passion lies in empowering clients to achieve success and guiding them through the long-term asset portfolio building journey.

Outside of work, I have recently developed a passion for hiking and exploring the natural beauty of Australia’s landscape. I find joy in discovering the many natural treasures that the country has to offer.