Financial Planning Lite Pty Ltd is a limited by shares, Australian proprietary company. This corporation was registered on 2000-09-26 and was issued with the 094592631 ACN. Its Australian Business Number is 52094592631. Since 2014-06-17, the company is headquartered in WA, post code 6230. The previous headquarters were located in WA 6280 (from 2014-01-18 to 2014-06-17), WA 6280 (from 2007-01-16 to 2014-01-18), and WA 6280 (from 2000-11-02 to 2007-01-16). Financial Planning Lite Pty Ltd was registered for the GST on 2000-10-01, up until 2019-02-24. Financial Planning Lite Pty Ltd has been using the Diamond Ridge Financial Services trading name since 2007-07-26 (it has to be noted that the Australian Business Register no longer collects or updates trading names). In total the company used 2 trading names. The company has also used 2 business names, namely Diamond Ridge Financial Services from 2007-01-31 to 2017-08-28, Prt Wealth Management from 2003-02-17. The above data comes from the ABN database which was updated on 2020-01-31. We found 2 trademarks that mention this company. Trademark number 1293062 was filed on 2009-04-02 and is categorised as "word" (application status: "registered, live"). Other company trademarks include trademark number 1293098 registered on 2009-04-03 in the "device" category (application status/date: "registered, live", 2009-04-03).
| Status | From | To |
|---|---|---|
| Cancelled | Thursday 30th January 2020 | current |
| Active | Sunday 1st October 2000 | Thursday 30th January 2020 |
| Name | From | To |
|---|---|---|
| Financial Planning Lite Pty Ltd | Saturday 21st October 2017 | current |
| Diamond Ridge Financial Services Pty Ltd | Tuesday 16th January 2007 | Saturday 21st October 2017 |
| Prt Financial Services Pty Ltd | Wednesday 20th December 2000 | Tuesday 16th January 2007 |
| P R T Financial Services Pty Ltd | Thursday 2nd November 2000 | Wednesday 20th December 2000 |
| Name | From | To |
|---|---|---|
| Diamond Ridge Financial Services | Wednesday 31st January 2007 | Monday 28th August 2017 |
| Prt Wealth Management | Monday 17th February 2003 | Thursday 30th January 2020 |
| Name | From | To |
|---|---|---|
| Diamond Ridge Financial Services | Thursday 26th July 2007 | current |
| P R T Financial Services Pty Ltd | Thursday 2nd November 2000 | Thursday 26th July 2007 |
| Location | From | To |
|---|---|---|
| WA 6230 | Tuesday 17th June 2014 | current |
| WA 6280 | Saturday 18th January 2014 | Tuesday 17th June 2014 |
| WA 6280 | Tuesday 16th January 2007 | Saturday 18th January 2014 |
| WA 6280 | Thursday 2nd November 2000 | Tuesday 16th January 2007 |
| Status | From | To |
|---|---|---|
| Registered | Sunday 1st October 2000 | Sunday 24th February 2019 |
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| Status | registered |
| Registration date | Wednesday 31st January 2007 |
| Renewal date | Sunday 31st January 2016 |
| Address for service of documents | PO BOX 556 Busselton WA 6280 Australia |
| Principal place of business | Unit 3 46 Albert St Busselton WA 6280 |
| Debtor representative | not applicable |
| Notified successor | not applicable |
| Former identifier | BN10714571 |
| Former state territory | WA |
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| Application date: | Thursday 2nd April 2009 |
| Lodgement date: | Thursday 2nd April 2009 |
| Registered date: | Thursday 2nd April 2009 |
| Live or dead: | Live |
| CPI status: | Registered |
| Status: | Registered/Protected |
| Mark code: | Trade Mark |
| Trademark type: | Word |
| Acceptance due date: | Thursday 16th July 2009 |
| Sealing due date: | Saturday 6th February 2010 |
| Registered from date: | Thursday 2nd April 2009 |
| Sealing date: | Monday 16th November 2009 |
| Renewal due date: | Tuesday 2nd April 2019 |
| Court orders: | No |
| Revocation of the acceptance: | No |
| Lodgement type: | National |
| Descriptive: | Diamond Ridge |
| Examination report number: | 1 |
| Examination class count: | 1 |
| NICE class code: | 36 |
| NICE occ number: | 1 |
| NICE description text: | Financial Services In This Class Including Advisory Services, Management Services, Including Financial Planning Services, Retirement Planning Services, Succession Planning Services; Insurance Brokerage Services |
| Suburb name: | Busselton |
| Postcode: | 6280 |
| Australian state code: | WA |
| Country code: | AU |
| Attorney code: | 254771 |
| Agency code: | WR |
| Transaction type: | Address for service of the trademark |
| Suburb name: | West Perth |
| Postcode: | 6005 |
| Australian state codee: | WA |
| Attorney type: | Attorney |
| Country code: | AU |
| Application date: | Friday 3rd April 2009 |
| Lodgement date: | Friday 3rd April 2009 |
| Registered date: | Friday 3rd April 2009 |
| Live or dead: | Live |
| CPI status: | Registered |
| Status: | Registered/Protected |
| Mark code: | Trade Mark |
| Trademark type: | Device |
| Acceptance due date: | Friday 17th July 2009 |
| Sealing due date: | Saturday 6th February 2010 |
| Registered from date: | Friday 3rd April 2009 |
| Sealing date: | Monday 16th November 2009 |
| Renewal due date: | Wednesday 3rd April 2019 |
| Court orders: | No |
| Revocation of the acceptance: | No |
| Goods and services assistance: | No |
| Lodgement type: | Online |
| Device phrases: | Brushstroke Breaks Diamond |
| Examination report number: | 1 |
| Examination class count: | 1 |
| NICE class code: | 36 |
| NICE occ number: | 1 |
| NICE description text: | Financial Services In This Class Including Financial Advisory Services, Financial Management Services, Financial Planning Services, Retirement Planning Services, Succession Planning Services; Insurance Brokerage Services |
| Suburb name: | Busselton |
| Postcode: | 6280 |
| Australian state code: | WA |
| Country code: | AU |
| Attorney code: | 254771 |
| Agency code: | WR |
| Transaction type: | Address for service of the trademark |
| Suburb name: | West Perth |
| Postcode: | 6005 |
| Australian state codee: | WA |
| Attorney type: | Attorney |
| Country code: | AU |
| Register Name | AFS Representative |
| AFS Representative Number | 000289248 |
| Appointment status | Ceased |
| AFS authorised representative start date | Tuesday 9th January 2007 |
| AFS authorised representative end date | Wednesday 4th February 2015 |
| AFS Representative's principal business address |
Busselton Australia |
| Can appoint other Australian Financial Services representatives | Yes |
| Australian Financial Services authorisations: | |
| AFS authorised representative will be assigned licence authorisations by the licensee | Yes |
| Register Name | AFS Representative |
| AFS Representative Number | 000289248 |
| Appointment status | Ceased |
| AFS authorised representative start date | Monday 30th May 2005 |
| AFS authorised representative end date | Monday 20th November 2006 |
| AFS Representative's principal business address |
Busselton 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 |
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.