Apogee Financial Planning Limited

Status: Registered
Current name since: 2003-08-19
Name in the ASICs register: Apogee Financial Planning Limited
Australian Company Number: 056426932
Australian Business Number: 28056426932
Registration date: 1992-06-17
Type: Australian public company
Class: Limited by Shares
Subclass: Unlisted public company
last updated

Description

Apogee Financial Planning Limited is a limited by shares Australian public company. Located at VIC 3000 since 2021-10-19 the company is, as the updated on 2021-10-19 ABN database shows, registered. The company has been registered for Goods & Services Tax since 2000-07-01. Known company numbers for Apogee Financial Planning Limited are as follows: ACN - 056426932, Australian Business Number - 28056426932. Apogee Financial Planning Limited has been the company name since 2003-08-19. Lend Lease Financial Planning Limited is one of the trading names this company has used, to be specific, the trading names list includes 1 position that is Lend Lease Financial Planning Limited since 2000-04-09 to 2004-07-28. Knowledgebankiq is an example of a business name Apogee Financial Planning Limited used. The complete list includes 24 business names. Knowledgebankiq was the company's business name from 2013-08-08 until 2018-12-03. Other business names include Knowledgebankiq and Apogee Fp (from 2006-07-06 to 2015-12-05). Their official company name changed on 2000-04-09 to Lend Lease Financial Planning Limited. The company had used this name up until 2001-04-06. Additionally they had used Lend Lease Financial Planning Ltd from 2000-04-07 to 2000-04-09. This Australian public company was previously located in VIC 3008 (from 2019-10-07 to 2021-10-19), NSW 2060 (from 2015-07-01 to 2019-10-07), NSW 2060 (from 2015-05-01 to 2015-07-01). Aubiznet found 2 trademarks that reference the company. 2000-06-05 is the date the documents needed to start the registration process of trademark no 837831 were submitted. This trademark is categorised as "word" and its application status is "never registered, dead". Other company trademarks include trademark number 837832, application status "never registered, dead".

Details for ABN 28056426932

Type: Australian Public Company

ABN Status

Status From To
Active 2000-04-07 current

Main Name

Name From To
Apogee Financial Planning Limited 2001-04-06 current
Lend Lease Financial Planning Limited 2000-04-09 2001-04-06
Lend Lease Financial Planning Ltd 2000-04-07 2000-04-09

Business Names

Name From To
Knowledgebankiq 2013-08-08 2018-12-03
Knowledgebankiq 2013-08-07 current
Apogee Fp 2006-07-06 2015-12-05
Apogee Fp 2006-07-05 2015-12-06
Apogee Fp 2006-07-04 2015-12-05
Apogee Fp 2006-06-28 2015-12-05
Apogee Fp 2006-06-27 2015-12-05
Apogee General Agency 2000-09-21 2003-10-30
Apogee Fp 2000-09-21 2003-10-30
Apogee Broker Services 2000-09-21 2003-10-30
Apogee Fp 2000-08-09 2015-06-17
Apogee General Agency 2000-08-09 2006-01-30
Apogee Broker Services 2000-08-09 2006-01-30
Apogee Fp 2000-07-28 current
Apogee Fp 2000-07-26 2015-12-10
Global Wealth Management 2000-06-30 2003-04-13
Apogee Broker Services 2000-06-30 2006-01-12
Apogee General Agency 2000-06-30 2006-01-12
Apogee Fp 2000-06-30 2015-12-11
Global Wealth Management 2000-05-17 2003-07-11
Global Wealth Management 2000-05-11 2003-06-19
Global Wealth Management 2000-04-20 2003-10-10
Lend Lease Broker Services 2000-04-07 2000-06-30
Lend Lease General Agency 2000-04-07 2000-06-30

Trading Names

Name From To
Lend Lease Financial Planning Limited 2000-04-09 2004-07-28

Main Location

Location From To
VIC 3000 2021-10-19 current
VIC 3008 2019-10-07 2021-10-19
NSW 2060 2015-07-01 2019-10-07
NSW 2060 2015-05-01 2015-07-01
NSW 2060 2014-07-15 2015-05-01
NSW 2060 2002-05-16 2014-07-15
NSW 2060 2000-04-09 2002-05-16

Goods & Services Tax (GST)

Status From To
Registered 2000-07-01 current

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Company Trademarks

Trademark number: 837831

General information:
Application date: 2000-06-05
Lodgement date: 2000-06-05
Live or dead: Dead
CPI status: Never Registered
Status: Lapsed/Not Protected
Mark code: Trade Mark
Trademark type: Word
Acceptance due date: 2002-05-04
Court orders: No
Revocation of the acceptance: No
Lodgement type: National
Descriptive: Lucid
Examination report number: 1
Examination class count: 1
NICE class code: 36
NICE occ number: 1
NICE description text: Insurance Services Including General And Life Insurance And Wealth Protection Services; Financial And Investment Services Including Financial And Investment Services In Relation To Trusts, Deposits, Shares, Equities, Securities, Bonds, Debt Instruments, Pensions, Asset Management, Real Estate, Superannuation, Funds Management, Annuities And Portfolio Investments; Loan Financing; Financial And Investment Analysis And Consulting Services; Financial Planning And Investment Advisory Services In Relation To All Types Of Financial Products And Services; Real Estate Aquisitions And Management Services Including Leasing Of Real Estate; Superannuatiuon Services Including Financial Management Of Superannuation Funds, Diy Funds, Trusts And Managed Funds
Applicant information:
Suburb name: North Sydney
Postcode: 2060
Australian state code: NSW
Country code: AU
Attorney information:
Attorney code: 437219
Agency code: 1T
Transaction type: Address for service of the trademark
Suburb name: Sydney
Postcode: 2000
Australian state codee: NSW
Attorney type: Attorney
Country code: AU

Trademark number: 837832

General information:
Application date: 2000-06-05
Lodgement date: 2000-06-05
Live or dead: Dead
CPI status: Never Registered
Status: Lapsed - Accepted
Mark code: Trade Mark
Trademark type: Word
Acceptance due date: 2000-10-09
Sealing due date: 2001-04-26
Court orders: No
Revocation of the acceptance: No
Lodgement type: National
Descriptive: Lucid Fp
Examination report number: 1
Examination class count: 1
NICE class code: 36
NICE occ number: 1
NICE description text: Insurance Services Including General And Life Insurance And Wealth Protection Services; Financial And Investment Services Including Financial And Investment Services In Relation To Trusts, Deposits, Shares, Equities, Securities, Bonds, Debt Instruments, Pensions, Asset Management, Real Estate, Superannuation, Funds Management, Annuities And Portfolio Investments; Loan Financing; Financial And Investment Analysis And Consulting Services; Financial Planning And Investment Advisory Services In Relation To All Types Of Financial Products And Services; Real Estate Acquisition And Management Services Including Leasing Of Real Estate; Superannuation Services Including Financial Management Of Superannuation Funds, Diy Funds, Trusts And Managed Funds
Applicant information:
Suburb name: North Sydney
Postcode: 2060
Australian state code: NSW
Country code: AU
Attorney information:
Attorney code: 437219
Agency code: 1T
Transaction type: Address for service of the trademark
Suburb name: Sydney
Postcode: 2000
Australian state codee: NSW
Attorney type: Attorney
Country code: AU

Credit Licences data

Licence number: 230689

Register name Credit Licence
Start date 2011-01-27
Registration status Approved
AFSL Number 230689
Principal business address North Sydney
NSW 2060
Member of Financial Ombudsman Service
The current or previous names that the credit licensee operates under Apogee Fp
Knowledgebankiq

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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 2024 (http://data.gov.au, http://acnc.gov.au/ and http://abr.business.gov.au/), ©Intellectual Property Government Open Data 2024, ©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.