Financial Adviser · TOOWONG, QLD

Frederick William Sawarde

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000245187

Frederick William Sawarde is a financial adviser based in Toowong, Queensland, with 23 years of experience in the financial services industry. Frederick is currently authorised under Sentry Advice Pty Ltd. Frederick 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 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

Registration History

Dec 2023 - Present Current
Nov 2017 - Dec 2023 Ceased
SENTRY FINANCIAL PLANNING PTY LTD
Sep 2007 - Nov 2017 Ceased

Source: ASIC Financial Advisers Register