Financial Adviser
· TOOWONG, QLD
Frederick William Sawarde
No disciplinary history on record with ASIC
TOOWONG,
QLD
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000245187
About Frederick William Sawarde
Frederick William Sawarde is a financial adviser based in Toowong, Queensland, with 23 years of experience in the financial services industry since 2003. Frederick is currently authorised under Sentry Advice, operating through Portfolio Financial Strategies. Frederick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Frederick's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2011
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2014
Advanced Diploma of Financial Planning
Kaplan Education Pty Limited
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited