Stevan Adzic – Financial Adviser

Adviser identifying number: 1001788
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: VERTICAL CAPITAL MARKETS PTY. LTD.
Licence number: 418418
Licensee’s ABN: 11147186114
Licence controlled by:

The date the Financial Adviser commenced the appointment: 08/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STEVAN A FIN PLANNING PTY LTD
Authorised Representative identifying number: 1255731
Authorised Representative’s ABN: 55618779365

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • ASX Accredited Derivatives Adviser Level 1 (ADA1) – Kaplan
  • Advanced Diploma of Financial Planning – Kaplan
  • Certificate IV in Finance and Mortgage Broking – The National Finance Institute
  • Master of Applied Finance – Kaplan Professional
  • SMSF Specialisation Accreditation – Kaplan

Relevant memberships of professional bodies or industry associations:

Stevan Adzic is authorised to provide advices on following products:

  • Derivatives
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Securities
  • Superannuation