Helen Truong

Financial Adviser

ASIC adviser number:

001006469

Qualifications and training:

2004, Bachelor of Commerce (Financial Services), Bachelor Degree (AQF 7), Western Sydney University
2006, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Kaplan Professional
2007, Advanced Diploma of Financial Services (Financial Planning), Advanced Diploma (AQF 6), Kaplan Professional
2019, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Professional
2024, Accredited Aged Care Professional, Other, Aged Care Steps

When adviser first provided advice:

2014

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

Level 12, 25 Martin Pl
Sydney NSW 2000

AFS licence holder name:

Psk Advisory Services Pty Ltd

AFS licence number:

000234656

Licence controlled by:

Psk Financial Services Group Pty Ltd ~ Amp Advice Holdings Pty Ltd [Date Ceased: 06/12/2021] ~ Amp Limited [Date Ceased: 27/02/2016]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».