Stefan Urosevic Financial Planner Report

Name:
Stefan Urosevic

Rep Number:
000321688

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2013-05-17 onwards

Licensee
Name:

Number:
000418418

ABN:
11 147 186 114

Appointed By
Name:
Vertical Capital Markets Pty. Ltd.

Licence Number:
000418418

ABN:
11 147 186 114

May advise on following product areas:
Derivatives
Foreign Exchange Contracts
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, excluding IDPS
Standard Margin Lending Facility
Securities
Superannuation

Qualifications
Stockbrokers Association of Australia
Accredited Derivatives Adviser Level 2 - ADA2
Mortgage & Finance Association of Australia (MFAA)
Accredited Mortgage Consultant
Kaplan
Advanced Diploma of Financial Services (Financial Planning) - RG146
Kaplan
Diploma of Financial Services (Financial Planning) - RG146
Financial Education Professionals
RG146 Specialist Knowledge - Managed Investments