LYNETTE MURRAY


Licensee: BLUE OCEAN FINANCIAL SERVICES PTY LTD

LYNETTE MURRAY (Adviser# 000309332) 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 19, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name LYNETTE MURRAY
Adviser Number 000309332
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1998
Financial Service (AFS) Licence Licence# 000493361
BLUE OCEAN FINANCIAL SERVICES PTY LTD
Licence ABN 17615108177
Licence Controlled By Stuart Aaron MANGION
Adviser Start Date 2018-03-19
Appointing Representative Name ACTONFINANCIALPLANNING PTY LIMITED
Appointing Representative Number 000390517
Appointing Representative ABN 93145994216
Memberships Financial Planning Association of Australia (FPA)
SMSF Association
The Finance Brokers Association of Australia (FBAA)
Further Restrictions Managed Discretionary Accounts

Authorisations to provide financial product advice

  • LYNETTE MURRAY
  • ·
  • 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
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
ASX Listed Products Accredited Course (LPAC) Alpha Structred Investments Pty Ltd
Certified Financial Planner Financial Planning Association
Masters of Financial Planning University of Southern Queensland
SMSF Specialist Adviser SMSF Association

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
2018-03-19 - ACTONFINANCIALPLANNING PTY LIMITED
000326450 WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD
2015-03-01 - 2018-03-16 WEALTHSURE FINANCIAL SERVICES PTY LTD
000238030 WEALTHSURE PTY LTD 2010-12-01 - 2015-02-28 ACTONFINANCIALPLANNING PTY LIMITED
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
2010-03-01 - 2010-11-29

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
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

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.