ADAM DOUGLAS HOLMAN (Adviser# 000245987) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is June 8, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ADAM DOUGLAS HOLMAN |
| Adviser Number | 000245987 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 14706763255 |
| Adviser First Advice Year | 2003 |
| Financial Service (AFS) Licence |
Licence# 000493361 BLUE OCEAN FINANCIAL SERVICES PTY LTD |
| Licence ABN | 17615108177 |
| Licence Controlled By | Stuart Aaron MANGION |
| Adviser Start Date | 2018-06-08 |
| Appointing Representative Name | SAGE WEALTH ADVISERS PTY LTD |
| Appointing Representative Number | 001264880 |
| Appointing Representative ABN | 21624815630 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | Managed Discretionary Accounts |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Finance and Mortgage Broking Management | Institute of Strategic Management |
| Diploma of Financial Planning (FNS50611) | International Institute of Technology (IIT) |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000493361 |
BLUE OCEAN FINANCIAL SERVICES PTY LTD
Licence controlled by: Stuart Aaron MANGION Further restrictions: Managed Discretionary Accounts |
2018-06-08 - | SAGE WEALTH ADVISERS PTY LTD |
| 000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2013-06-28 - 2018-04-24 | COUNT FINANCIAL LIMITED |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2010-03-20 - 2013-06-27 |
| Licence Name | BLUE OCEAN FINANCIAL SERVICES PTY LTD |
| Licence Number | 000493361 |
| Licence ABN | 17615108177 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ALAN LESLIE SMITH | Blue Ocean Financial Services Pty Ltd | Current | 2018-08-20 |
| ANTONY LORENZO CAFARELLA | Blue Ocean Financial Services Pty Ltd | Current | 2018-06-25 |
| DERRICK BRUCE LOBBAN | Blue Ocean Financial Services Pty Ltd | Current | 2018-06-25 |
| ALEKSANDER JANIS EVERSTETS | Blue Ocean Financial Services Pty Ltd | Current | 2018-06-21 |
| MICHAEL JOHN RADNEDGE | Blue Ocean Financial Services Pty Ltd | Current | 2018-05-01 |
| DUNCAN MURRAY CHARLES MACINTOSH | Blue Ocean Financial Services Pty Ltd | Current | 2018-04-04 |
| JOHN KILEY | Blue Ocean Financial Services Pty Ltd | Current | 2018-03-20 |
| LYNETTE MURRAY | Blue Ocean Financial Services Pty Ltd | Current | 2018-03-19 |
| PAUL DAVID MICHAEL GILLMORE | Blue Ocean Financial Services Pty Ltd | Current | 2018-03-14 |
| JAMES PARKER | Blue Ocean Financial Services Pty Ltd | Current | 2018-03-14 |
Please comment or provide details below to improve the information on .
| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.