Frederick Sawarde
Financial Adviser
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About
Frederick Sawarde is an ASIC-registered financial adviser based in Toowong, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Frederick possesses a strong foundation of knowledge, holding a Margin Lending and Geared Investments certification (2010), a Self Managed Superannuation Funds certification (2011), an Advanced Diploma of Financial Planning (2014) from Kaplan Education Pty Limited, and a Graduate Diploma of Financial Planning (2023) from Kaplan Higher Education Pty Limited. Frederick is authorized to provide advice on a range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Frederick today to schedule a consultation and discover how he can help you build a secure and prosperous tomorrow.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Frederick Sawarde provide?
Frederick Sawarde provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Frederick Sawarde have?
Frederick holds a Margin Lending and Geared Investments certification, a Self Managed Superannuation Funds certification, an Advanced Diploma of Financial Planning, and a Graduate Diploma of Financial Planning.
What is Frederick's approach to financial planning?
Frederick takes a tailored approach, understanding each client's unique circumstances and goals to develop personalized financial strategies. This includes a thorough assessment of your current financial situation, risk tolerance, and long-term objectives.
How can Frederick help me with my retirement planning?
Frederick can assist with all aspects of retirement planning, from calculating your retirement needs and optimizing your superannuation to creating income streams and managing your investments in retirement.
What can I expect during my first meeting with Frederick?
During your first meeting, Frederick will discuss your financial goals, current situation, and risk tolerance. This initial consultation allows him to understand your needs and determine how he can best assist you in achieving your financial objectives.
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