Financial Adviser
· CANBERRA, ACT
Sergio Porfirio
No disciplinary history on record with ASIC
CANBERRA,
ACT
27
Years experience
ASIC Registered · ADV 001005239
About Sergio Porfirio
Sergio Porfirio is a financial adviser based in Canberra, Australian Capital Territory, with 27 years of experience in the financial services industry since 1999. Sergio is currently authorised under Shaw And Partners Limited, operating through Shaw And Partners. Sergio holds authorisations to advise on superannuation, managed investments and deposit products. Sergio's qualifications include a Bachelor of Agricultural Economics from University of Sydney.
Authorised to Advise On
Superannuation
Managed Investments
Deposit Products
Qualifications and Training
1993
Bachelor of Agricultural Economics
University of Sydney
2002
Superannuation Module
Kaplan Higher Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2020
Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited
2021
Economics and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register