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 is 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.
Satendra Varma (Responsible Manager)
Satendra has been operating his own practice as a Principal Financial Planner since 2002. He completed a Diploma in Financial Advising via Securities Institute of Australia (now FINSIA) in 2002. With his wealth of experience and knowledge, he has been guiding his clients through their financial journey with ease. Satendra is an Aged Care Professional and has been able to help clients with Aged Care Advice throughout Australia. This specialist training allows him to create a financial strategy for those moving into aged care facilities.
Satendra is skilled in Retirement Planning Strategies that has allowed him to assist clients with a long-term view to achieving their individual financial goals. He has successfully assisted clients with wealth creation strategies including investments outside of superannuation, such as shares, managed funds, bonds, property and cash.
Satendra is in the process of completing a Master of Financial Planning via Kaplan Professional. As a responsible Manager with Blue Ocean Financial Services, he is looking forward to working with other advisers and adding value.