Sergio Porfirio
Financial Adviser in Canberra, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005239
- Location
- Canberra ACT 2601
- Licensee
- Shaw and Partners Limited (AFSL 236048)
- Authorised since
- 7 January 2019
- First provided advice
- 1999
- Qualifications
- Bachelor of Agricultural Economics, University of Sydney (1993); Superannuation Module, Kaplan Higher Education Pty Limited (2002); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019); Client Engagement Skills, Kaplan Higher Education Pty Limited (2020); Economics and Legal Context for Financial Planning, Kaplan Higher Education Pty Limited (2021)
- Advice areas
- superannuation, managed investment schemes, deposit and payment products, managed discretionary account services
- Register status
- Current
About Sergio Porfirio
Sergio Porfirio is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Canberra, Australian Capital Territory (adviser number 001005239).
Advice is given under the Australian financial services licence of Shaw and Partners Limited, licence number 236048. That authorisation dates from 7 January 2019.
According to the register, Sergio first provided financial advice in 1999. Qualifications and training on file include Bachelor of Agricultural Economics (University of Sydney, 1993), Superannuation Module (Kaplan Higher Education Pty Limited, 2002) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011).
Sergio is authorised to advise on superannuation, managed investment schemes, deposit and payment products and managed discretionary account services.
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Questions people ask
Is Sergio Porfirio a registered financial adviser?
Yes. Sergio Porfirio is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005239.
Which licensee does Sergio Porfirio work under?
Shaw and Partners Limited, Australian financial services licence 236048.
What can Sergio Porfirio give advice on?
The register lists these advice areas: superannuation; managed investment schemes; deposit and payment products; managed discretionary account services.