Financial Adviser · SYDNEY, NSW

Jenny Truong To

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001273100

Jenny Truong To is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Jenny is currently authorised under Strategic Financial Advisers Pty. Ltd.. Jenny holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Arts (International Relations) from University of New South Wales.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2015
Bachelor of Arts (International Relations)
University of New South Wales
2018
Diploma of Financial Planning
Monarch Institute
2025
Graduate Diploma of Financial Planning
Deakin University

Registration History

Jul 2022 - Present Current
FINANCIAL MASTERPLAN PTY LTD
Dec 2018 - Jun 2022 Ceased

Source: ASIC Financial Advisers Register