RENEE FRANCES HEANEY (Adviser# 000305981) 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 November 17, 2017.
| Register Name | Financial Advisers |
| Adviser Name | RENEE FRANCES HEANEY |
| Adviser Number | 000305981 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000493361 BLUE OCEAN FINANCIAL SERVICES PTY LTD |
| Licence ABN | 17615108177 |
| Licence Controlled By | Stuart Aaron MANGION |
| Adviser Start Date | 2017-11-17 |
| Appointing Representative Name | IMAGINE FINANCIAL SERVICES PTY. LIMITED |
| Appointing Representative Number | 000286084 |
| Appointing Representative ABN | 31105506438 |
| Memberships |
Financial Planning Association of Australia (FPA) Mortgage & Finance Association of Australia (MFAA) |
| Further Restrictions | Margin Lending Managed Discretionary Accounts |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | Financial Planning Association of Australia |
| Diploma of Financial Advising | Finsia |
| Diploma of Financial Services (Finance/Mortgage Broking Management) | Intellitrain |
| Diploma of Financial Services (Financial Planning) | AMP |
| Self Managed Superannuation Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000493361 |
BLUE OCEAN FINANCIAL SERVICES PTY LTD
Licence controlled by: Stuart Aaron MANGION Further restrictions: Margin Lending Managed Discretionary Accounts |
2017-11-17 - | IMAGINE FINANCIAL SERVICES PTY. LIMITED |
| 000326450 |
WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2015-03-01 - 2017-11-16 | WEALTHSURE FINANCIAL SERVICES PTY LTD |
| 000238030 | WEALTHSURE PTY LTD | 2008-06-30 - 2015-02-28 |
| 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 |
| 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 |
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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.