Helen Truong has over 12 years of experience in the financial services industry. She began her career as a paraplanner before transitioning to quality assurance, where she developed an interest in giving straightforward and uncomplicated financial advice.
Helen strives to provide her clients a realistic vision of what is possible and to emphasise that lifestyle and retirement goals should include more than just financial security.
Helen holds a Bachelor of Commerce (Financial Services) with a concentration in Financial Planning, as well as a Diploma in Financial Services and an Advanced Diploma in Financial Services. She is also a member of the Financial Planning Association (FPA).
Helen spends her free time with her dog Rex, taking nature walks, watching tennis, and travelling to countries with unique and interesting cultures.
Click here to view Helen's latest FSG
