5 Wealth Management Pty Ltd

Status: Registered
Current name since: May 16, 2012
Name in the ASICs register: 5 Wealth Management Pty Ltd
Australian Company Number: 003640097
Australian Business Number: 50003640097
Registration date: October 27, 1988
Type: Australian proprietary company
Class: Limited by Shares
Subclass: Proprietary other
last updated

Description

5 Wealth Management Pty Ltd is a limited by shares Australian proprietary company. Located at NSW 2138 since 2014-09-12 the company is, as the updated on 2015-05-19 ABN database shows, registered. The company has been registered for Goods & Services Tax since 2000-07-01. Known company numbers for 5 Wealth Management Pty Ltd are as follows: ACN - 003640097, Australian Business Number - 50003640097. 5 Wealth Management Pty Ltd has been the company name since 2012-05-16. Five Pillars Financial Planning Pty Ltd is one of the trading names this company has used, to be exact, the trading names list includes 2 positions that is Five Pillars Financial Planning Pty Ltd since 2005-10-19, Farrell Partners Pty Limited since 1999-12-24 to 2005-10-19. 5 Wealth Management is an example of a business name 5 Wealth Management Pty Ltd used. The complete list includes 4 business names. 5 Wealth Management was the company's business name from 2015-05-19. Other business names include 5 Accounting & Tax and Five Pillars Wealth Management (from 2008-04-01 to 2014-07-29). Their official company name changed on 2005-03-07 to Five Pillars Financial Planning Pty Limited. The company had used this name up until 2012-05-16. Additionally they had used Farrell Partners Pty Ltd from 2000-05-30 to 2005-03-07, Farrell Partners Pty Limited from 1999-12-24 to 2000-05-30. This Australian proprietary company was previously located in NSW 2138 (from 2010-05-31 to 2014-09-12), NSW 2137 (from 2007-10-01 to 2010-05-31), NSW 2121 (from 2005-07-26 to 2007-10-01). AUBiz found 6 trademarks that reference the abovementioned company. 2002-03-11 is the date the documents needed to start the registration process of trademark no 905723 were submitted. This trademark is categorised as "composite" and its application status is "removed, live". Other company trademarks include trademark number 1042855, application status "never registered, dead";trademark number 1074412, application status: "registered, live" registered on 2005-09-08 in the "composite" category.

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Details for ABN 50003640097

Type: Australian Private Company

ABN Status

Status From To
Active December 24, 1999 current

Main Name

Name From To
5 Wealth Management Pty Ltd May 16, 2012 current
Five Pillars Financial Planning Pty Limited March 7, 2005 May 16, 2012
Farrell Partners Pty Ltd May 30, 2000 March 7, 2005
Farrell Partners Pty Limited December 24, 1999 May 30, 2000

Business Names

Name From To
5 Wealth Management May 19, 2015 current
5 Accounting & Tax June 29, 2013 current
Five Pillars Wealth Management April 1, 2008 July 29, 2014
Five Pillars Financial Planning October 13, 2004 January 15, 2008

Trading Names

Name From To
Five Pillars Financial Planning Pty Ltd October 19, 2005 current
Farrell Partners Pty Limited December 24, 1999 October 19, 2005

Main Location

Location From To
NSW 2138 September 12, 2014 current
NSW 2138 May 31, 2010 September 12, 2014
NSW 2137 October 1, 2007 May 31, 2010
NSW 2121 July 26, 2005 October 1, 2007
NSW 2121 July 20, 2005 July 26, 2005
NSW 2119 December 24, 1999 July 20, 2005

Goods & Services Tax (GST)

Status From To
Registered July 1, 2000 current

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Company Trademarks

Trademark number: 905723

General information:
Application date: March 11, 2002
Lodgement date: March 11, 2002
Registered date: March 11, 2002
Live or dead: Live
CPI status: Removed
Status: Removed - Not Renewed
Mark code: Trade Mark
Trademark type: Composite
Acceptance due date: June 25, 2002
Sealing due date: January 11, 2003
Registered from date: March 11, 2002
Sealing date: January 15, 2003
Renewal due date: March 11, 2012
Court orders: No
Revocation of the acceptance: No
Goods and services assistance: No
Lodgement type: National
Descriptive: The Five Pillars Of Financial Independence Attitude, Willingness, Commitment Live Within Your Means Establish A Cash Reserve Appropriate Risk Management Reduce Non-deductible Debt Invest For Retirement
Device phrases: Parthenon With 5 Pillars
Examination report number: 1
Examination class count: 2
NICE class code: 16
NICE occ number: 1
NICE description text: Printed Matter, Instructional And Teaching Material
Applicant information:
Suburb name: Rhodes
Postcode: 2138
Australian state code: NSW
Country code: AU

Trademark number: 1042855

General information:
Application date: February 21, 2005
Lodgement date: February 21, 2005
Live or dead: Dead
CPI status: Never Registered
Status: Lapsed/Not Protected
Mark code: Trade Mark
Trademark type: Device
Acceptance due date: August 15, 2006
Court orders: No
Revocation of the acceptance: No
Lodgement type: Online
Device phrases: Parthenon With 5 Columns
Examination report number: 2
Examination class count: 2
NICE class code: 36
NICE occ number: 1
NICE description text: Insurance, Financial Affairs, Monetary Affairs
Applicant information:
Suburb name: Epping
Postcode: 1710
Australian state code: NSW
Country code: AU

Trademark number: 1074412

General information:
Application date: September 8, 2005
Lodgement date: September 8, 2005
Registered date: September 8, 2005
Live or dead: Live
CPI status: Registered
Status: Registered/Protected - Renewal Due
Mark code: Trade Mark
Trademark type: Composite
Acceptance due date: December 22, 2005
Sealing due date: July 12, 2006
Registered from date: September 8, 2005
Sealing date: July 11, 2006
Renewal due date: September 8, 2015
Court orders: No
Revocation of the acceptance: No
Goods and services assistance: Yes
Lodgement type: Online
Descriptive: Five Pillars Financial Planning
Device phrases: Parthenon With 5 Columns
Examination report number: 2
Examination class count: 1
NICE class code: 36
NICE occ number: 1
NICE description text: Consultancy (financial -); Evaluation (financial -) (insurance, Banking, Real Estate); Financial Advisory Services; Financial Consultancy; Financial Evaluation (insurance, Banking, Real Estate); Financial Information; Financial Management; Financial Planning; Financial Research; Financial Services; Financial Sponsorship; Financial Sponsorship Of Education, Training, Entertainment, Sporting Or Cultural Activities; Information (financial -); Management (financial -); Providing Information, Including On-line, About Insurance, Financial And Monetary Affairs And Real Estate Affairs; Sponsorship (financial -)
Applicant information:
Suburb name: Rhodes
Postcode: 2138
Australian state code: NSW
Country code: AU

Financial Services Authorised Representative data

Licence number: 000232686

Register Name AFS Representative
AFS Representative Number 000277913
Appointment status Ceased
AFS authorised representative start date July 1, 2004
AFS authorised representative end date August 17, 2007
AFS Representative's principal business address Rhodes
Australia
Can appoint other Australian Financial Services representatives No
Australian Financial Services authorisations:
AFS authorised representative will be assigned licence authorisations by the licensee No
last updated : May 29, 2016

Credit Licences data

Licence number: 314889

Register name Credit Licence
Start date December 1, 2010
Registration status Approved
AFSL Number 314889
Principal business address Rhodes
NSW 2138
Member of Financial Ombudsman Service

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NSW 2138 Location

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Contains public sector information licensed under the Creative Commons Attribution 3.0 Australia licence. Material on this website was obtained from publicly-accessible databases and is attributed to ©Commonwealth of Australia 2015 (http://data.gov.au, http://acnc.gov.au/ and http://abr.business.gov.au/), ©Intellectual Property Government Open Data 2015, ©ASIC - Company Register. While we try to make the information as precise and up-to-date as possible, we are aware the datasets are not always error-free. Aubiz.net will not take responsibility for any errors in the databases. The material provided should be treated as a starting point of more in-depth research, not as fact.