DUNCAN MURRAY CHARLES MACINTOSH (Adviser# 000258002) 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 April 4, 2018.
| Register Name | Financial Advisers |
| Adviser Name | DUNCAN MURRAY CHARLES MACINTOSH |
| Adviser Number | 000258002 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1999 |
| Financial Service (AFS) Licence |
Licence# 000493361 BLUE OCEAN FINANCIAL SERVICES PTY LTD |
| Licence ABN | 17615108177 |
| Licence Controlled By | Stuart Aaron MANGION |
| Adviser Start Date | 2018-04-04 |
| Appointing Representative Name | MACINTOSH MONEY MANAGEMENT PTY. LTD. |
| Appointing Representative Number | 000299960 |
| Appointing Representative ABN | 29089122592 |
| Memberships | Association of Financial Advisers (AFA) |
| Further Restrictions | Self Managed Super Funds, Managed Discretionary Accounts |
|
| Qualification / Degree | Institute / School |
|---|---|
| DFP 1 | Introduction to Financial Planning - Financial Planning Association |
| DFP 2 | Risk Management & Insurance Planning - Financial Planning Association |
| DFP 3 | Investment Planning 1 - Integratec |
| DFP 4 | Superannuation and Retirement Planning - Integratec |
| Margin Lending and Geared Investments | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000493361 |
BLUE OCEAN FINANCIAL SERVICES PTY LTD
Licence controlled by: Stuart Aaron MANGION Further restrictions: Self Managed Super Funds, Managed Discretionary Accounts |
2018-04-04 - | MACINTOSH MONEY MANAGEMENT PTY. LTD. |
| 000326450 |
WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD Further restrictions: Superannuation Authorisation excludes Self Managed Superannuation Funds advice |
2015-03-01 - 2018-04-03 | WEALTHSURE FINANCIAL SERVICES PTY LTD |
| 000238030 | WEALTHSURE PTY LTD | 2004-01-15 - 2015-02-28 | MACINTOSH MONEY MANAGEMENT PTY. LTD. |
| 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 |
| ADAM DOUGLAS HOLMAN | Blue Ocean Financial Services Pty Ltd | Current | 2018-06-08 |
| MICHAEL JOHN RADNEDGE | Blue Ocean Financial Services Pty Ltd | Current | 2018-05-01 |
| 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 |
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| 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.