Helen Truong Financial Planner Report

Name:
Helen Truong

Rep Number:
001006469

Status:
Current

First Advice:
2014

Disciplinary action:
No action

Most Recent Role:
2014-11-06 onwards

Licensee
Name:

Number:
000234656

ABN:
30 008 587 595

Controlled By:

Appointed By
Name:
Ipac Securities Limited

Licence Number:
000234656

ABN:
30 008 587 595

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Securities
Superannuation

Qualifications
Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning)
University of Western Sydney (UWS)
Bachelor of Commerce (Financial Planning)
Kaplan Professional
Diploma of Financial Services (Financial Planning)

Memberships
Financial Planning Association of Australia (FPA)