Holistic Financial Planning Pty Ltd is a limited by shares, Australian proprietary company. This corporation was registered on 1998-09-04 and was issued with the 084227421 ACN. Its Australian Business Number is 54084227421. Since 2020-06-09, the company is headquartered in SA, post code 5061. The previous headquarters were located in SA 5000 (from 2016-10-10 to 2020-06-09), SA 5000 (from 2014-09-23 to 2016-10-10), and SA 5000 (from 2014-01-19 to 2014-09-23). Holistic Financial Planning Pty Ltd was registered for the GST on 2006-01-01. The company has also used 1 business name, namely Holistic Financial Planning from 2022-09-27 to 2022-11-27. The above data comes from the ABN database which was updated on 2022-11-28.
| Status | From | To |
|---|---|---|
| Active | 1999-11-01 | current |
| Name | From | To |
|---|---|---|
| Holistic Financial Planning Pty Ltd | 2005-11-16 | current |
| Rawson Nicol Financial Services Pty Ltd | 1999-11-01 | 2005-11-16 |
| Name | From | To |
|---|---|---|
| Holistic Financial Planning | 2022-09-27 | 2022-11-27 |
| Location | From | To |
|---|---|---|
| SA 5061 | 2020-06-09 | current |
| SA 5000 | 2016-10-10 | 2020-06-09 |
| SA 5000 | 2014-09-23 | 2016-10-10 |
| SA 5000 | 2014-01-19 | 2014-09-23 |
| SA 5000 | 2007-11-05 | 2014-01-19 |
| SA 5021 | 2007-09-28 | 2007-11-05 |
| SA 5061 | 2000-06-02 | 2007-09-28 |
| Status | From | To |
|---|---|---|
| Registered | 2006-01-01 | current |
| Registered | 2000-07-01 | 2002-06-30 |
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| Register Name | AFS Representative |
| AFS Representative Number | 000242360 |
| Appointment status | Current |
| AFS authorised representative start date | 2008-10-01 |
| AFS Representative's principal business address |
Adelaide SA 5000 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 | 000242360 |
| Appointment status | Ceased |
| AFS authorised representative start date | 2003-12-01 |
| AFS authorised representative end date | 2008-10-01 |
| AFS Representative's principal business address |
Adelaide 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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