Stefan Urosevic
Financial Adviser in Darlinghurst, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000321688
- Location
- Darlinghurst NSW 2010
- Licensee
- Vertical Capital Markets Pty. Ltd. (AFSL 418418)
- Authorised since
- 17 May 2013
- First provided advice
- 2007
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan (2010); Accredited Derivatives Adviser Level 2, Stockbrokers Association of Australia (2015); RG146 Specialist Knowledge, Financial Education Professionals (2015); Graduate Certificate of Financial Planning, Deakin University (2017); Master of Business Administration, Deakin University (2019); CPA Program, CPA Australia (2023)
- Memberships
- Australian Institute of Company Directors (AICD); CPA Australia (CPA); Financial Advice Association of Australia (FAAA); Financial Services Institute of Australasia (FINSIA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, standard margin lending, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Stefan Urosevic
Stefan Urosevic is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Darlinghurst, New South Wales (adviser number 000321688).
The licensee Stefan advises under is Vertical Capital Markets Pty. Ltd. (AFS licence 418418). The current authorisation started on 17 May 2013.
The register records 2007 as the year Stefan first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2010), Accredited Derivatives Adviser Level 2 (Stockbrokers Association of Australia, 2015) and RG146 Specialist Knowledge (Financial Education Professionals, 2015). Professional memberships recorded: Australian Institute of Company Directors (AICD), CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Stefan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and standard margin lending, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Stefan Urosevic a registered financial adviser?
Yes. Stefan Urosevic is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000321688.
Which licensee does Stefan Urosevic work under?
Vertical Capital Markets Pty. Ltd., Australian financial services licence 418418.
What can Stefan Urosevic give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; standard margin lending; derivatives; foreign exchange contracts.