We offer a License Solution
The services we provide are only a part of our total offering. Providing you with business strategy support, the opportunity to network with fellow advisers to share information and knowledge is key to the success of Blue Ocean Financial Services. We are creating an environment that is unique in its engagement and value offering to you.
Blue Ocean Financial Services is a group of advisers looking to build, support and celebrate the success of each other. This comes from being a smaller license that allows us to develop a close relationship with our advisers. We endeavour to look beyond the tangible to the area that is part of making a great license; simple things like being heard; contributing to the direction of the license; communication – for example explaining the WHY behind the what. Time is a valuable commodity, we ensure that we are not wasting yours.
We focus on your business and your business needs. At Blue Ocean Financial Services we take the time to understand how you service your clients so that we can best service you. Right support, right information and right engagement to benefit you ensure that you will build a successful practice. In turn your success indicates that we are doing our job right.
We all have long term goals – ours at Blue Ocean Financial Services is to build a great license. We are creating an environment that is collaborative, friendly, hardworking, giving the ability to network, supporting one another and most importantly celebrating our successes. Our goal is to be the license for the rest of your practising career as a financial adviser, for you to feel at home and be part of something great.
Many of the larger licenses focus on compliance, this is where Blue Ocean Financial Services is different. We take the view that compliance, whilst it has its place, should not dictate how you run your business. It should not be the focus of your time in your business, your focus is your clients. Compliance is here to ensure that you are servicing your clients in accordance to the guidelines laid down by ASIC. We take a commercial view on how compliance is applied, not an auditing view.
The people here to help you
Stuart Mangion (Director, Responsible Manager)
Stuart is one of the founders of Blue Ocean Financial Services. He has been a financial adviser for over 14 years, the past 11 years as a Non Aligned Financial Adviser and continues to do so today. Stuart became qualified in SMSF in 2009 and has built a portfolio of SMSF clients. He has been involved in various businesses throughout this time including being director of an accounting firm, financial planning practice and mortgage business. It is this experience and knowledge that Stuart brings to Blue Ocean Financial Services to share with fellow advisers and professionals.
Aside from Blue Ocean Financial Services, Stuart likes to spend time with his family, as well as being involved in Surf Life Saving and a fanatical Wallabies supporter.
Marissa has been in the financial services industry for 10 years and whilst her roles have varied her main focus has been assisting clients and supporting advisers.
Marissa is able to utilise her experience and knowledge on a day to day basis within Blue Ocean Financial Services and is a driving force for all compliance and regulatory matters within the office. She not only brings with her strong analytical skills but a positive can-do attitude as well.
Gary has been involved in the banking and financial services industry for over 17 years. During this time he has amassed a wealth of knowledge and experience, especially in administration, compliance, office management and is an effective driving force when it comes to ensuring we adhere to our policies and procedures on a day to day basis.
Having been part of a team in both large and small AFSL’s and practices, Gary is aware of what is required to assist both internal and external clients and strives to provides a high level of initial and ongoing service and support.
Sebastian Baluyot (Director, Responsible Manager)
Sebastian launched his financial planning career as a wealth creation strategist for a boutique planning firm in 2002 and quickly moved into wanting to start up his own wealth management business in 2004. Sebastian graduated from the Securities Institute of Australia in 2000 in Stock Broking and later completed a Diploma in Financial Planning. Sebastian also holds the SIA (Aff), Dip FP, AFAA, and Platinum Trader (Safety in the Markets) designations, which reflect his ongoing commitment to excellence in investment decision-making and financial planning. He is also an accredited SMSF Specialist Adviser. As a Responsible Manager of Blue Ocean Financial Services, he looks forward working together and helping his fellow advisers grow their business through sharing his extensive knowledge and experiences.
Roshanak (Rosh) Doroodkar
Rosh has been working in the Financial Services Industry since 2003 in a variety of roles and positions. Since taking on the position of Practice Manager for A to Z Wealth for Life, Rosh is accountable for the delivery of expert management services to the practice as well as support to our Licensee, Blue Ocean Financial Services.