Stefan Urosevic
Financial Adviser
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About
Stefan Urosevic is an ASIC-registered financial adviser dedicated to providing comprehensive and tailored financial solutions to clients in Darlinghurst and across Australia. With a strong academic foundation including an Advanced Diploma of Financial Services (Financial Planning), an Accredited Derivatives Adviser Level 2 accreditation, RG146 Specialist Knowledge, a Graduate Certificate of Financial Planning, a Master of Business Administration, and completion of the CPA Program, Stefan possesses a wealth of knowledge to navigate the complexities of the financial landscape. His commitment to professional excellence is further demonstrated through his memberships with the Australian Institute of Company Directors (AICD), CPA Australia (CPA), the Financial Advice Association of Australia (FAAA), and the Financial Services Institute of Australasia (FINSIA). Stefan is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, derivatives, and foreign exchange. This allows him to create holistic financial plans that address the diverse needs of his clients. • Superannuation advice and planning • Comprehensive insurance solutions • Strategic wealth management • Investment advice, including securities and derivatives • Retirement planning Ready to take control of your financial future? Contact Stefan Urosevic today to schedule a consultation and discover how his expertise can help you achieve your financial goals.
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Frequently Asked Questions
What types of financial advice does Stefan Urosevic offer?
Stefan Urosevic provides advice on a wide range of financial products including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, derivatives, and foreign exchange. He can help you with everything from retirement planning to investment strategies.
What qualifications and memberships does Stefan Urosevic hold?
Stefan holds an Advanced Diploma of Financial Services (Financial Planning), an Accredited Derivatives Adviser Level 2 accreditation, RG146 Specialist Knowledge, a Graduate Certificate of Financial Planning, a Master of Business Administration, and has completed the CPA Program. He is a member of the Australian Institute of Company Directors (AICD), CPA Australia (CPA), the Financial Advice Association of Australia (FAAA), and the Financial Services Institute of Australasia (FINSIA).
How does Stefan Urosevic approach financial planning?
Stefan takes a holistic approach, considering all aspects of your financial situation to create a tailored plan that aligns with your goals and risk tolerance. He focuses on building long-term relationships with his clients and providing ongoing support.
What can I expect during my initial consultation with Stefan?
During your initial consultation, Stefan will take the time to understand your financial situation, goals, and concerns. He will then provide an overview of how he can assist you and answer any questions you may have.
Is Stefan Urosevic an ASIC-registered financial advisor?
Yes, Stefan Urosevic is an ASIC-registered financial adviser, ensuring that he meets the necessary regulatory requirements and adheres to a high standard of professional conduct.
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