Financial Adviser · YARRAVILLE, VIC

Bill The Truong

9 Years experience

Tax advice
authorised

Currently at

Wickham, NSW

View firm profile

ASIC Registered · ADV 001261647

Bill The Truong is a financial adviser based in Yarraville, Victoria, with 9 years of experience in the financial services industry since 2017. Bill is currently authorised under Politis Investment Strategies Pty Ltd, operating through Politis Investment Strategies. Bill holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bill's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Authorised to provide tax financial advice services

Qualifications and Training

2012

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2015

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2018

TASACLv1 Commercial Law

Kaplan Higher Education Pty Limited

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2020

Master of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Politis Investment Strategies Pty Ltd

Feb 2026 - Present Current

Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Interprac Financial Planning Pty Ltd

Feb 2018 - Jan 2026 Ceased

Source: ASIC Financial Advisers Register