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- Stefan Urosevic
Stefan Urosevic
- Name
- Stefan Urosevic
- ID
- 321688
- ABN
- –
- First Provided Advice
- 2007
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2010 - Advanced Diploma of Financial Services (Financial Planning) - RG146 - - Kaplan
- 2015 - Accredited Derivatives Adviser Level 2 - ADA2 - - Stockbrokers Association of Australia
- 2015 - RG146 Specialist Knowledge - Managed Investments - - Financial Education Professionals
- 2017 - Graduate Certificate of Financial Planning - Graduate Certificate (AQF 8) - Deakin University
- 2019 - Master of Business Administration - Masters Degree (AQF 9) - Deakin University
- 2023 - CPA Program - Professional Designations - CPA Australia
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Australian Institute of Company Directors (AICD)
- CPA Australia (CPA)
- Financial Advice Association of Australia (FAAA)
- Financial Services Institute of Australasia (FINSIA)
Licencee
- Status
- Current
- Licence Holder
- Vertical Capital Markets Pty. Ltd. (#418418)
- Commenced
- May 17, 2013
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- A.c.n. 116 900 362 Limited (#297239)
- Commenced
- Jan. 30, 2008
- Ceased
- July 2, 2010
- Status
- Ceased
- Licence Holder
- Akumin Financial Planning Pty Limited (#232706)
- Commenced
- Dec. 1, 2010
- Ceased
- May 16, 2013
- Status
- Ceased
- Licence Holder
- Oracle Financial Solutions Pty Ltd (#341115)
- Commenced
- July 12, 2010
- Ceased
- Oct. 26, 2010