JAMES PARKER (Adviser# 000308098) 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.
| Register Name | Financial Advisers |
| Adviser Name | JAMES PARKER |
| Adviser Number | 000308098 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 49105284110 |
| Adviser First Advice Year | 1997 |
| 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 | BLUE OCEAN FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000493361 |
| Appointing Representative ABN | 17615108177 |
| Memberships | Association of Financial Advisers (AFA) |
| Further Restrictions | Margin Lending Managed Discretionary Accounts |
|
| Qualification / Degree | Institute / School |
|---|---|
| DFP 1, DFP4, DFP 5 | Financial Planning Association |
| DFP 2 and 3 | Securities Institute |
| Estate Planning | Tribeca |
| Financial Planning Principles and Practice Course | Securities Institute |
| Self Managed Superannuation Funds | Tribeca |
| 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 |
2018-03-14 - | BLUE OCEAN FINANCIAL SERVICES PTY LTD |
| 000401712 | EVERMORE MONEY MANAGEMENT PTY LTD | 2017-12-06 - 2018-03-01 | EVERMORE MONEY MANAGEMENT PTY LTD |
| 000401712 | EVERMORE MONEY MANAGEMENT PTY LTD | 2016-12-14 - 2017-11-22 | EVERMORE MONEY MANAGEMENT PTY LTD |
| 000326450 |
WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2015-03-01 - 2015-08-11 | WEALTHSURE FINANCIAL SERVICES PTY LTD |
| 000238030 | WEALTHSURE PTY LTD | 2012-01-13 - 2015-02-28 | VENTURE FORWARD PTY LTD |
| 000238030 | WEALTHSURE PTY LTD | 2006-12-12 - 2012-01-12 |
| 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.