STEFAN UROSEVIC
Financial Adviser · Darlinghurst, NSW
📚 Qualifications & Training
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
🏢 Professional Memberships
Australian Institute of Company Directors (AICD)
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (FINSIA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.