Frederick William Sawarde
PORTFOLIO FINANCIAL STRATEGIES PTY LTD · Toowong QLD 4066 · Advising since 2003
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000245187
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- SENTRY ADVICE PTY LTD · AFSL 227748Through authorised representative PORTFOLIO FINANCIAL STRATEGIES PTY LTD (no. 000317163)Since 7 December 2023
- Principal business address
- Toowong QLD 4066
- First year providing advice
- 2003
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTDec 2023 – presentSENTRY ADVICE PTY LTD · AFSL 227748Through authorised representative PORTFOLIO FINANCIAL STRATEGIES PTY LTD (no. 000317163)
- CEASEDNov 2017 – Dec 2023SENTRY FINANCIAL SERVICES PTY LTD · AFSL 286786Through authorised representative PORTFOLIO FINANCIAL STRATEGIES PTY LTD (no. 000317163)
- CEASEDSep 2007 – Nov 2017SENTRY FINANCIAL PLANNING PTY LTD · AFSL 247105
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited · 2023 · Graduate Diploma (AQF 8)
Advanced Diploma of Financial Planning
Kaplan Education Pty Limited · 2014 · Advanced Diploma (AQF 6)
Self Managed Superannuation Funds
Kaplan Education Pty Limited · 2011 · Other
Margin Lending and Geared Investments
Kaplan Education Pty Limited · 2010 · Other
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Frederick William Sawarde claims the profile.
Reviews
Not yet reviewed
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Contacting Frederick William Sawarde
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
PORTFOLIO FINANCIAL STRATEGIES PTY LTD
Authorised by SENTRY ADVICE PTY LTD · AFSL 227748
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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