The Services we offer

We cover a range of services...

Getting to know your business

At Blue Ocean Financial Services, you will be working with a professional team that puts your practice first. The more we know and understand your business, the more we can ensure you have the resources you need at your fingertips to reach your business and personal goals.

Be part of a network

We encourage our advisers to build a collaborative network to share and benefit from experience and knowledge within the group.

Compliance

Our team provides support to ensure that you are and remain compliant. Facing the challenges of a changing industry requires knowledge and experience. Compliance is an ongoing service that includes audits and an annual review, provided by a specialist in AFSL/ACL compliance.

Platforms and software

We at Blue Ocean Financial Services treat these as administration tools and therefore do not mandate which provider you work with.

Training

Once you are on board, we will provide you with an initial induction into Blue Ocean Financial Services, as well as ongoing training and professional development through webinars, workshops and professional development days.

Research

Blue Ocean Financial Services provides quality research by the world’s leading independent research house, Zenith Partners, where you will have access to a range of investments, managed funds and alternative asset classes.

Need a Great Financial Adviser?

All our financial advisers have a long history in the Financial Services Industry and take great pride in the advice that they provide . We can connect you with one of our Experienced Advisers today.

Opportunity that empowers you...

Our platform, designed from the ground up has been built to assist, provide resources and support for financial advisers Australia wide.

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Work alone yet be part of a great team

We understand you are running a small business, working hard to build your business, to establish and maintain long term relationships with your clients. It can be lonely sometimes, we want you to feel that you are part of a team of fellow professionals like yourself.

Your success is our success

We understand at Blue Ocean Financial Services that your success is our success. We will work collaboratively with you to build a professional relationship, gaining understanding on how your business works to ensure that we can provide you with the help and guidance needed.

Giving a little to gain a lot

As part of the Blue Ocean Financial Services network, we look to our advisers to contribute to the greater community of shared knowledge and experience. We hope that our advisers can learn from each other allowing us to grow together.

We are here and we listen

We believe that great communication is the key to any successful business. Imperative to great communication is the ability to listen. We are here to listen to our advisers, taking on board any feedback provided to us to continually improve upon what we do and what we offer you.

Built to help advisers

We are here to make a difference

A little about Blue Ocean

180

Resources

1000

Cutomers

10

Authorised Representatives

1000

Happy Customers

View All Services

Have a look at services click above to see what we can do for you.

We offer a Solution for you to feel part of a team of like minded professionals

At Blue Ocean Financial Services our goal is quite simple, and that is to provide good customer service to financial advisers. We are not here to mandate how you work. We are here to make a difference to how you do business. We are here to support what you do best – providing advice and looking after YOUR clients.


-Stuart Mangion
(CEO and Responsible Manager)

Words from our Advisers

The best of the best is here!
In my dealings with Blue Ocean Financial Services, I have found them to be most helpful in answering all my queries.  I had trepidation before moving dealer group but the team at BOFS put my mind totally at ease and made the transition from my previous licensee very smooth. They have a very stringent set of guideline and procedures, thus giving me every confidence in their compliance department.  BOFS is a very boutique dealer group who are more than willing to help advice businesses grow and prosper as they very much have a win-win attitude in everything that they do. I would highly recommend BOFS to any advice practice looking to grow.
Satendra VarmaPerspective Advice Pty Ltd
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Ronnie MurphyMSD Inc