Kosta Petrovic
Financial Adviser in Norwood, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002353
- Location
- Norwood SA 5067
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 26 August 2021
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2018); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Kosta Petrovic
Kosta Petrovic is a financial adviser in Norwood, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001002353.
The licensee Kosta advises under is Oreana Financial Services Pty Ltd (AFS licence 482234). That authorisation dates from 26 August 2021.
According to the register, Kosta first provided financial advice in 2014. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2012), Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2018) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2023).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kosta Petrovic a registered financial adviser?
Yes. Kosta Petrovic is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002353.
Which licensee does Kosta Petrovic work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Kosta Petrovic give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.