Stefan Urosevic

Stefan Urosevic, ASIC number 000321688 is a highly experienced senior financial adviser providing holistic advice to clients since 2008. Stefan is a founding Director of VFS Group and has been involved with the company since its formation in 2010.

• Certified Practising Accountant (CPA Australia)
• Master of Business Administration (Deakin University)
• Bachelor of Commerce (Macquarie University) 
• Graduate of Australian Institute of Company Directors (AICD)
• Graduate Certificate of Financial Planning (Deakin University)
• Advanced Diploma Financial Planning (Kaplan Professional)
• Certificate IV in Mortgage Broking (National Finance Institute)
• SMSF Accreditation (Kaplan Professional)
• ASX Accredited Derivatives Adviser - Level 1 & 2 (Kaplan Professional)

Stefan has been a financial adviser since 2008 and is a current member of the following professional bodies: 

• Fellow – Financial Services Institute of Australasia
• (FINSIA)
• Graduate – Australian Institute of Company Directors
• (AICD)
• Financial Adviser – Financial Advice Association of Australia (FAAA)

Stefan’s area of expertise is wealth management and tax planning. With his background in both financial advice and accounting, Stefan can take a proactive view on investment planning with an acute focus on tax efficiencies and strategic asset allocation.