About Us

Blue Ocean Financial Services

Blue Ocean Financial Services was established in 2016 to support advisers to provide a personalised licensing experience.

We provide a framework which allows you to run your business in a way that is best suited to you and your clients.

  • Built to help advisers
  • We are here to make a difference

Built to provide the best service

We are here to make a difference


It's important you read and understand the disclaimers listed below. Need to clarify something? Feel free to contact us!

Built to provide the best service

We are here to make a difference

Contact Us


Talk To Us

02 4391 0019


Email Us



Send Us Mail

PO Box 4317
Bay Village NSW 2261

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A Full List of Disclaimers

Please carefully read the below text and ensure you agree to and understand the disclaimers before engaging our services.

The information contained on this site does not constitute financial, investment, insurance or taxation advice. The information does not take into account your personal objectives, needs, and your current/future circumstances. We recommend that you obtain investment and taxation advice specific to your investment objectives, financial situation and particular needs before making any investment or insurance decision or acting on any of the information contained on this site. Whilst every care has been taken in the preparation of this website, Blue Ocean Financial Services Pty Ltd (“Blue Ocean”), its directors, authors, consultants, authorised representatives, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.

Financial Services Guide (FSG) and Privacy Policy

If you have further interest in information about Blue Ocean Financial Services Pty Ltd or our Authorised representatives. You can request an FSG and Privacy Policy by Emailing us at info@bofs.com.au


This website may contain a number of links to other Internet sites. The provision of these links does not mean Blue Ocean endorses or accepts any responsibility for the content, use or products and services made available through these websites. If you use these links, you acknowledge and agree that Blue Ocean is not responsible for the actions, content, accuracy, privacy policies, opinions expressed, services provided, or other links provided by these sites. You further acknowledge and agree that Blue Ocean is not responsible either directly or indirectly for any damage or loss caused by use or reliance on linked sites. Should you have any questions regarding these sites, you should address them directly with the relevant site administrator.

Copyright The information on this site, including the site source code, is the property of Blue Ocean Financial Services Pty Ltd and is subject to Copyright ©. Unauthorised use of the information on this website is not permitted. Copyright in the information contained in this site subsists under the Copyright Act 1968 (Cth) and, through international treaties, the laws of many other countries. It is owned by Blue Ocean Financial Services Pty Ltd unless otherwise stated. All rights reserved. You may download a single copy of this document and, where necessary for its use as a reference, make a single hard copy. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, no part of this publication may be otherwise reproduced, adapted, performed in public or transmitted in any form by any process without the specific written consent of Blue Ocean Financial Planning Pty Ltd.

Terms Conditions of Use

The information in this site has been prepared in accordance with Australian law for the supply of goods and services. This notice and the information in this site and all matters relating to either are governed by and are to be construed according to the laws applicable in the State of New South Wales and the Commonwealth of Australia (“Australian law”). The information may not satisfy the laws of any other country. It is not directed at people in any other country and should not be relied on by people in any country other than Australia. The information in this site is current at the date of publication but may be subject to change.