PAUL DAVID MICHAEL GILLMORE


Licensee: BLUE OCEAN FINANCIAL SERVICES PTY LTD

PAUL DAVID MICHAEL GILLMORE (Adviser# 000308073) 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 March 14, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL DAVID MICHAEL GILLMORE
Adviser Number 000308073
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000493361
BLUE OCEAN FINANCIAL SERVICES PTY LTD
Licence ABN 17615108177
Licence Controlled By Stuart Aaron MANGION
Adviser Start Date 2018-03-14
Appointing Representative Name SOUTHERN CROSS FINANCIAL SERVICES (AUST) PTY LIMITED
Appointing Representative Number 000245777
Appointing Representative ABN 78000615672
Memberships Finance Brokers Association of Australia (FBAA)
Financial Planning Association of Australia (FPA)
Further Restrictions Managed Discretionary Accounts

Authorisations to provide financial product advice

  • PAUL DAVID MICHAEL GILLMORE
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Mentor Education
Certificate IV Financial Services (Mortgage Broking) Intellitrain
Diploma of Financial Services Dover Financial Training
Margin Lending & Geared Investments Kaplan
Self Managed Superannuation Funds Kaplan

Adviser employment history

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
2018-03-14 - SOUTHERN CROSS FINANCIAL SERVICES (AUST) PTY LIMITED
000431915 SOLAR FINANCIAL ADVISORY PTY LTD 2014-07-17 - 2017-11-01 SOLAR FINANCIAL ADVISORY PTY LTD
000301642 CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD 2014-05-09 - 2014-07-08
000238030 WEALTHSURE PTY LTD 2011-11-03 - 2014-05-09
000325652 TMG LICENSEE SERVICES PTY LTD
Licence controlled by: TMGLS HOLDINGS PTY LTD
2011-01-31 - 2011-08-19
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2009-05-26 - 2011-02-28

Licensee Information

Licence Name BLUE OCEAN FINANCIAL SERVICES PTY LTD
Licence Number 000493361
Licence ABN 17615108177

Financial advisers with the same licensee

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
JAMES PARKER Blue Ocean Financial Services Pty Ltd Current 2018-03-14

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Dataset Information


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.