Casey Financial Planning Pty Ltd is a limited by shares Australian proprietary company. Located at VIC 3806 since 2007-04-30 the company is, as the updated on 2018-07-12 ABN database shows, registered. Known company numbers for Casey Financial Planning Pty Ltd are as follows: ACN - 087512678, Australian Business Number - 12087512678. Casey 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 Casey Financial Planning Pty Ltd since 2007-05-05, Casey Financial Planning Pty Ltd since 2007-04-30 to 2007-05-05. Genesys Private Client Advisers is an example of a business name Casey Financial Planning Pty Ltd used. The complete list includes 5 business names. Genesys Private Client Advisers was the company's business name from 2015-03-04 until 2018-07-12. Other business names include Casey Aged Care Financial Planners (from 2014-11-20 to 2018-04-05) and Casey Aged Care Financial Planners.
| Status | From | To |
|---|---|---|
| Active | 30th April 2007 | current |
| Name | From | To |
|---|---|---|
| Casey Financial Planning Pty Ltd | 30th April 2007 | current |
| Name | From | To |
|---|---|---|
| Genesys Private Client Advisers | 4th March 2015 | 12th July 2018 |
| Casey Aged Care Financial Planners | 20th November 2014 | 5th April 2018 |
| Casey Aged Care Financial Planners | 19th November 2014 | current |
| Genesys Berwick | 31st October 2014 | 16th March 2018 |
| Genesys Wealth Advisers Berwick | 31st October 2014 | 16th March 2018 |
| Name | From | To |
|---|---|---|
| Casey Financial Planning Pty Ltd | 5th May 2007 | current |
| Casey Financial Planning Pty Ltd | 30th April 2007 | 5th May 2007 |
| Location | From | To |
|---|---|---|
| VIC 3806 | 30th April 2007 | current |
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| Register Name | AFS Representative |
| AFS Representative Number | 000289305 |
| Appointment status | Current |
| AFS authorised representative start date | 16th June 2015 |
| AFS Representative's principal business address |
Berwick VIC 3806 Australia |
| Can appoint other Australian Financial Services representatives | No |
| Australian Financial Services authorisations: |
Provide financial product advice Deal in a financial product/Apply for, acquire, vary or dispose of financial products on behalf of another Deal in a financial product/Issue, apply for, acquire, vary or dispose of a financial product |
| AFS authorised representative will be assigned licence authorisations by the licensee | Yes |
| Register Name | AFS Representative |
| AFS Representative Number | 000289305 |
| Appointment status | Ceased |
| AFS authorised representative start date | 31st May 2005 |
| AFS authorised representative end date | 16th June 2015 |
| AFS Representative's principal business address |
Berwick 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 |
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