Financial Adviser · DARLINGHURST, NSW

Stefan Urosevic

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000321688

Stefan Urosevic is a financial adviser based in Darlinghurst, New South Wales, with 19 years of experience in the financial services industry. Stefan is currently authorised under Vertical Capital Markets Pty. Ltd. Stefan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Business Administration from Deakin University. Stefan is a member of Australian Institute of Company Directors (AICD), CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia (FINSIA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Foreign Exchange Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2010
Advanced Diploma of Financial Services (Financial Planning)
- Kaplan
2015
Accredited Derivatives Adviser Level 2
- Stockbrokers Association of Australia
2015
RG146 Specialist Knowledge
- Financial Education Professionals
2017
Graduate Certificate of Financial Planning
Deakin University
2019
Master of Business Administration
Deakin University
2023
CPA Program
CPA Australia

Registration History

May 2013 - Present Current
Dec 2010 - May 2013 Ceased
ORACLE FINANCIAL SOLUTIONS PTY LTD
Jul 2010 - Oct 2010 Ceased
A.C.N. 116 900 362 LIMITED
Jan 2008 - Jul 2010 Ceased

Source: ASIC Financial Advisers Register