Findex Financial Advice Pty Ltd

Status: Registered
Current name since: 2019-04-01
Name in the ASICs register: Findex Financial Advice Pty Ltd
Australian Company Number: 060092631
Australian Business Number: 51060092631
Registration date: 1993-05-14
Type: Australian proprietary company
Class: Limited by Shares
Subclass: Proprietary other
last updated

Description

Findex Financial Advice Pty Ltd is a limited by shares Australian proprietary company. Located at NSW 2000 since 2014-09-19 the company is, as the updated on 2021-10-12 ABN database shows, registered. The company has been registered for Goods & Services Tax since 2000-07-01. Known company numbers for Findex Financial Advice Pty Ltd are as follows: ACN - 060092631, Australian Business Number - 51060092631. Findex Financial Advice Pty Ltd has been the company name since 2019-04-01. Investor Financial Planning Pty Ltd is one of the trading names this company has used, to be specific, the trading names list includes 3 positions that is Investor Financial Planning Pty Ltd since 2000-10-19 to 2002-07-10, Investor Finanancial Planning Pty Ltd since 2000-09-14 to 2000-10-19, and Walkerden Clark Financial Planning Pty Ltd since 2000-04-18 to 2000-09-14. Investor Service Wrap is an example of a business name Findex Financial Advice Pty Ltd used. The complete list includes 56 business names. Investor Service Wrap was the company's business name from 2021-10-12. Other business names include Crowe Horwath Financial Advice (from 2015-10-05 to 2015-11-06) and Crowe Horwath Wealth Management (from 2010-12-14 to 2013-12-23). Their official company name changed on 2013-07-31 to Crowe Horwath Financial Advice Pty Ltd. The company had used this name up until 2019-04-03. Additionally they had used Whk Financial Planning Pty Ltd from 2009-07-01 to 2013-07-31, Investor Financial Planning Pty Ltd from 2002-05-06 to 2009-07-01. This Australian proprietary company was previously located in NSW 2000 (from 2013-03-01 to 2014-09-19), VIC 3000 (from 2012-12-19 to 2013-03-01), VIC 3124 (from 2009-12-17 to 2012-12-19).

Details for ABN 51060092631

Type: Australian Private Company

ABN Status

Status From To
Active 2000-04-18 current

Main Name

Name From To
Findex Financial Advice Pty Ltd 2019-04-03 current
Crowe Horwath Financial Advice Pty Ltd 2013-07-31 2019-04-03
Whk Financial Planning Pty Ltd 2009-07-01 2013-07-31
Investor Financial Planning Pty Ltd 2002-05-06 2009-07-01
Walkerden Clark Financial Planning Pty. Ltd. 2002-05-02 2002-05-06
Walkerden Clark Financial Planning Pty. Ltd. 2000-08-03 2002-05-02
Walkerden Clark Financial Planning Pty. Ltd. 2000-04-18 2000-08-03

Business Names

Name From To
Investor Service Wrap 2021-10-12 current
Crowe Horwath Financial Advice 2015-10-05 2015-11-06
Crowe Horwath Wealth Management 2010-12-14 2013-12-23
Wealthwatch 2009-07-28 2016-06-05
Accumulus Superwrap 2009-07-28 current
Investor Financial Planning 2008-08-21 2011-11-23
Investor Financial Planning 2008-08-20 2011-08-21
Investor Financial Planning 2008-07-01 2011-11-29
Whk Financial Planning 2008-06-01 2011-09-30
Whk Financial Planning 2008-04-30 2011-08-03
Whk Financial Planning 2008-04-01 2011-09-07
Whk Horwath Wealth Management 2007-12-21 2011-06-20
Whk Horwath Wealth Management 2007-06-26 current
Whk Horwath Wealth Management 2007-06-22 2010-05-20
Ballarat Wealth Advisers 2007-02-01 2008-05-18
Geelong Wealth Advisers 2007-02-01 2008-05-18
Whk Super 2007-01-12 2013-12-24
Whk Financial Solutions 2006-10-06 2009-11-02
Whk Mahoney Archer Financial Planning 2006-07-04 2009-05-29
Whk Supermaster 2006-04-03 2011-12-19
Whk Thomsons Investor Services 2006-04-03 2009-03-04
Whk Thomsons Investor Services 2006-03-17 2009-02-03
Whk Prescott 2006-01-09 2009-01-09
Whk Private Super 2005-11-01 2012-01-23
Whk Lrk-walkers Financial Planning 2005-10-01 2010-03-18
Whk Wealth Management 2005-06-16 2013-12-24
Supermaster Manning & Perry Financial Planning 2005-05-10 2008-05-10
Whk-tcm Smith Financial Planning 2005-01-25 2009-03-31
Whk Mahoney Gavens Financial Planning 2004-06-28 2007-06-29
Whk Day Neilson Financial Planning 2004-06-28 2010-06-29
Whk Rutherfords Financial Planning 2004-04-14 2010-03-15
Tcm Financial Planning 2003-12-23 2008-12-23
Whk Financial Services 2003-12-08 2004-03-17
Supermaster 2003-11-25 2012-04-23
Manning & Perry Financial Planning 2003-11-07 2006-11-07
Gps Superannuation 2003-11-01 2005-04-30
Ckr Financial Planning 2003-09-29 2009-10-12
Wealthwatch 2003-09-26 2006-09-26
Accumulus Superwrap 2003-09-26 2006-09-26
Cressey Lynch Financial Services 2003-09-26 2011-01-26
Superlife 2003-09-26 2013-03-16
Darcy Kennedy Financial Services 2003-09-26 2006-08-23
Accumulus Wrap 2003-09-26 2016-05-21
Whk Umbrella Superannuation Fund 2003-09-26 2006-09-26
Whk Financial Planning 2003-09-10 2009-09-10
Whk Investor Financial Planning 2003-09-10 2006-09-10
Aosr Financial Planning 2003-09-10 2009-09-10
Supermaster 2003-04-23 2012-04-23
Lrk Financial Services 2001-03-31 2002-09-30
Day Neilson Financial Planning 2001-01-10 2004-06-28
Wealth Wrap 2001-01-09 current
Thomsons Investor Services 2000-12-12 2006-04-03
Paterson Financial Services 2000-12-08 2008-10-22
Rutherfords Financial Planning 2000-12-05 2004-04-02
Investor Service Wrap 2000-10-25 2021-04-22
Paterson Financial Services 2000-04-18 2008-10-22

Trading Names

Name From To
Investor Financial Planning Pty Ltd 2000-10-19 2002-07-10
Investor Finanancial Planning Pty Ltd 2000-09-14 2000-10-19
Walkerden Clark Financial Planning Pty Ltd 2000-04-18 2000-09-14

Main Location

Location From To
NSW 2000 2014-09-19 current
NSW 2000 2013-03-01 2014-09-19
VIC 3000 2012-12-19 2013-03-01
VIC 3124 2009-12-17 2012-12-19
VIC 3004 2005-11-04 2009-12-17
VIC 3000 2004-01-28 2005-11-04
VIC 3124 2000-04-18 2004-01-28

Goods & Services Tax (GST)

Status From To
Registered 2000-07-01 current

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Credit Licences data

Licence number: 238244

Register name Credit Licence
Start date 2011-01-01
Registration status Approved
AFSL Number 238244
Principal business address Melbourne
VIC 3000
Member of Credit Ombudsman Service Limited
The current or previous names that the credit licensee operates under Wealth Wrap
Whk Financial Planning
Superlife
Accumulus Superwrap
Accumulus Wrap
Whk Super
Whk Financial Planning
Whk Financial Planning
Whk Financial Planning
Crowe Horwath Wealth Management
Crowe Horwath Wealth Management

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NSW 2000 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 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.