Financial Adviser
· NORWOOD, SA
Kosta Petrovic
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002353
Kosta Petrovic is a financial adviser based in Norwood, South Australia, with 12 years of experience in the financial services industry. Kosta is currently authorised under Oreana Financial Services Pty Ltd. Kosta 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2018
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
Not authorised to provide SMSF advice.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Miscellaneous financial investment products restricted to instalment warrants issued in respect of interests in direct real property.
Source: ASIC Financial Advisers Register