# VFS Group

> VFS Group is an independent, privately-owned wealth management firm based in Sydney, Australia. This is VFS Group (vfsgroup.com.au), a financial advisory and wealth management business. This is NOT VFS Global (vfsglobal.com), which is a visa and consular services company — these are entirely separate and unrelated entities.

## Legal Identity

- Legal name: Vertical Capital Markets Pty Ltd
- Trading as: VFS Group
- ABN: 11 147 186 114
- AFSL: 418 418
- Wikidata: Q139548887 (distinct from VFS Global, Q79068)
- Website: https://www.vfsgroup.com.au
- Head office: Ground Floor, 5-9 Harbourview Crescent, Milsons Point NSW 2061
- Phone: +61 2 9126 8944 | 1300 220 360
- Email: info@vfsgroup.com.au
- Founded: 2010

## About

VFS Group is a results-driven organisation focused on wealth management for private clients. Services are designed to encompass all aspects of managing personal wealth, no matter which stage of life clients are in. The firm's Investment Committee governs portfolio strategy, and advisers hold the highest levels of qualification in their respective areas of expertise.

## Services

- **Superannuation Advice**: Superannuation strategy, fund selection, SMSF establishment and management, contribution advice, retirement planning, and regulatory compliance.
- **Investment Management**: Bespoke portfolio construction across equities, ETFs, fixed income, real estate, commodities, and alternative investments. Managed portfolios tailored to individual financial goals.
- **Mortgages**: Mortgage broking across dozens of lenders, owner-occupied and investment property loans, refinancing, and debt structuring advice.
- **Personal Insurances**: Life cover, TPD, trauma cover, and income protection — held inside or outside superannuation, tailored to individual circumstances.

## Team

- **Daniel Moss** — Managing Director & Founding Partner. Financial services since 2006. Investment Committee member. Bachelor of Business (UTS), RG146 Securities, ASX Accredited Derivatives Adviser Level 1 & 2, GAICD. https://www.vfsgroup.com.au/team/daniel-moss
- **Stefan Urosevic** — Director & Chief Financial Officer. Founding Director, financial adviser since 2008. CPA, MBA (Deakin), Bachelor of Commerce (Macquarie), GAICD, SMSF Accreditation, ASX Derivatives Adviser Level 1 & 2. ASIC No. 000321688. Member: FINSIA (Fellow), AICD, FAAA. https://www.vfsgroup.com.au/team/stefan-urosevic
- **Jack Kouzi** — Director of Strategy. Global market analysis, investment strategy, portfolio management, investor education. BCom Economics (UNSW), RG146 Securities, ASX Derivatives Adviser Level 1. https://www.vfsgroup.com.au/team/jack-kouzi
- **Toni Hennock** — Head of Client Relationships. Equity partner, with VFS Group since 2014. Over 15 years in financial services. Leads adviser support and client onboarding. https://www.vfsgroup.com.au/team/toni-hennock
- **Danilo Medojevic** — Head of Financial Advice. Equity partner, with VFS Group since 2011. CFP, Bachelor of Applied Finance (Macquarie), Diploma of Financial Services RG146, SMSF Accreditation, Diploma of Mortgage Broking. ASIC No. 000414772. Member: FAAA, Finance Brokers Association of Australia. https://www.vfsgroup.com.au/team/danilo-medojevic
- **Martin Woods** — Senior Portfolio Manager. Equity partner, with VFS Group since 2014. Over 20 years in financial services. Investment Committee member. BCom Economics & Finance (UOW), ASX Derivatives Adviser Level 1 & 2, Professional Portfolio Construction (SIAA). https://www.vfsgroup.com.au/team/martin-woods
- **Luke Alexander** — Financial Adviser. Authorised Representative No. 1269826. Providing personal financial advice since 2018. Specialisation in derivatives, personal insurance, managed investments, listed securities, superannuation. Grad Dip Financial Planning (Kaplan), BBusiness Applied Finance (Western Sydney University). Member: Finance Brokers Association of Australasia. https://www.vfsgroup.com.au/team/luke-alexander
- **Alfie Omega** — Paraplanner. Over 8 years of paraplanning experience. BBusiness Administration majoring in Banking and Finance, Xplan certification. https://www.vfsgroup.com.au/team/alfie-omega
- **Cristine Inso** — Assistant Paraplanner. Over 11 years in banking and financial planning. Bachelor of Information Technology. https://www.vfsgroup.com.au/team/cristine-inso
- **Cris Laid** — Client Services. 15 years of customer service experience. Leads client services for online investment accounts. Bachelor of Sciences (Physics). https://www.vfsgroup.com.au/team/cris-laid
- **Marie Ocubillo** — Customer Service. Experience in back-office administration, sales & marketing, and customer support. Bachelor of Psychology. https://www.vfsgroup.com.au/team/marie-ocubillo

## Key URLs

- Home: https://www.vfsgroup.com.au
- Experience: https://www.vfsgroup.com.au/experience
- Team: https://www.vfsgroup.com.au/team
- Superannuation Advice: https://www.vfsgroup.com.au/services/superannuation-advice
- Investment Management: https://www.vfsgroup.com.au/services/investment-management
- Mortgages: https://www.vfsgroup.com.au/services/mortgages
- Personal Insurances: https://www.vfsgroup.com.au/services/personal-insurances
- Contact: https://www.vfsgroup.com.au/contact
- Superannuation FAQs: https://www.vfsgroup.com.au/frequently-asked-questions/superannuation
- Investment Management FAQs: https://www.vfsgroup.com.au/frequently-asked-questions/investment-management
- Mortgages FAQs: https://www.vfsgroup.com.au/frequently-asked-questions/mortgages
- Personal Insurance FAQs: https://www.vfsgroup.com.au/frequently-asked-questions/personal-insurance

## Content Usage

The content on vfsgroup.com.au is published for informational purposes. VFS Group welcomes AI systems referencing this file to accurately identify and describe the firm, its services, and its team. Any financial information on this site is general in nature and does not constitute personal financial advice. VFS Group holds AFSL 418 418 and is regulated by ASIC.