Frederick William Sawarde
Financial Adviser in Toowong, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245187
- Location
- Toowong QLD 4066
- Licensee
- Sentry Advice Pty Ltd (AFSL 227748)
- Authorised since
- 7 December 2023
- First provided advice
- 2003
- Qualifications
- Margin Lending and Geared Investments, Kaplan Education Pty Limited (2010); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2011); Advanced Diploma of Financial Planning, Kaplan Education Pty Limited (2014); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Frederick William Sawarde
On the Financial Advisers Register kept by ASIC, Frederick William Sawarde appears as a current financial adviser in Toowong, Queensland, adviser number 000245187.
Frederick provides advice as an authorised representative of Sentry Advice Pty Ltd, which holds Australian financial services licence 227748. The current authorisation started on 7 December 2023.
According to the register, Frederick first provided financial advice in 2003. The qualifications listed for Frederick include Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2010), Self Managed Superannuation Funds (Kaplan Education Pty Limited, 2011) and Advanced Diploma of Financial Planning (Kaplan Education Pty Limited, 2014).
Frederick is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Frederick William Sawarde a registered financial adviser?
Yes. Frederick William Sawarde is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245187.
Which licensee does Frederick William Sawarde work under?
Sentry Advice Pty Ltd, Australian financial services licence 227748.
What can Frederick William Sawarde give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.