DERRICK BRUCE LOBBAN


Licensee: BLUE OCEAN FINANCIAL SERVICES PTY LTD

DERRICK BRUCE LOBBAN (Adviser# 001232743) 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 June 25, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name DERRICK BRUCE LOBBAN
Adviser Number 001232743
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000493361
BLUE OCEAN FINANCIAL SERVICES PTY LTD
Licence ABN 17615108177
Licence Controlled By Stuart Aaron MANGION
Adviser Start Date 2018-06-25
Appointing Representative Name AFM WEALTH STRATEGY PTY LTD
Appointing Representative Number 000343788
Appointing Representative ABN 12087920929
Memberships Association of Independently Owned Financial Professionals (AIOFP)
Further Restrictions Securities Margin Lending Managed Discretionary Accounts

Authorisations to provide financial product advice

  • DERRICK BRUCE LOBBAN
  • ·
  • 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

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce University of South Africa
Certified Financial Planner FPA
Diploma of Financial Planning FPA

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: Securities Margin Lending Managed Discretionary Accounts
2018-06-25 - AFM WEALTH STRATEGY PTY LTD
000307248 DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018]
2016-08-05 - 2018-06-22 DOVER FINANCIAL ADVISERS PTY LTD
000243313 SYNCHRONISED BUSINESS SERVICES PTY LTD 2015-06-23 - 2016-08-05 SYNCHRONISED BUSINESS SERVICES PTY LTD

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
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
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.