Wealth Tree Financial Planning Pty Ltd is a limited by shares Australian proprietary company. Located at QLD 4217 since 2017-12-04 the company is, as the updated on 2021-08-27 ABN database shows, registered. The company has been registered for Goods & Services Tax since 2013-07-01 until 2021-06-29. Known company numbers for Wealth Tree Financial Planning Pty Ltd are as follows: ACN - 155822487, Australian Business Number - 32155822487. Wealth Tree Financial Planning Pty Ltd has been the company name since 2018-04-04. Wealth Tree Financial Planning is an example of a business name Wealth Tree Financial Planning Pty Ltd used. The complete list includes 4 business names. Wealth Tree Financial Planning was the company's business name from 2017-03-04 until 2020-12-10. Other business names include Wealth Tree Financial Planning (from 2013-04-24 to 2016-09-01) and Wealth Tree Super (from 2013-04-13 to 2016-08-26). Their official company name changed on 2013-04-11 to Ivanyi Pty Ltd. The company had used this name up until 2018-04-05. This company had suspended their activity from 2021-08-27 to 2021-08-27. This Australian proprietary company was previously located in QLD 4217 (from 2015-11-24 to 2017-12-04), QLD 4217 (from 2013-09-10 to 2015-11-24), QLD 4215 (from 2013-04-11 to 2013-09-10).
| Status | From | To |
|---|---|---|
| Cancelled | 2021-08-27 | current |
| Active | 2013-04-11 | 2021-08-27 |
| Name | From | To |
|---|---|---|
| Wealth Tree Financial Planning Pty Ltd | 2018-04-05 | current |
| Ivanyi Pty. Ltd. | 2013-04-11 | 2018-04-05 |
| Name | From | To |
|---|---|---|
| Wealth Tree Financial Planning | 2017-03-04 | 2020-12-10 |
| Wealth Tree Financial Planning | 2013-04-24 | 2016-09-01 |
| Wealth Tree Super | 2013-04-13 | 2016-08-26 |
| Wealth Tree Super | 2013-04-12 | 2016-08-26 |
| Location | From | To |
|---|---|---|
| QLD 4217 | 2017-12-04 | current |
| QLD 4217 | 2015-11-24 | 2017-12-04 |
| QLD 4217 | 2013-09-10 | 2015-11-24 |
| QLD 4215 | 2013-04-11 | 2013-09-10 |
| Status | From | To |
|---|---|---|
| Registered | 2013-07-01 | 2021-06-29 |
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| Register Name | AFS Representative |
| AFS Representative Number | 000442100 |
| Appointment status | Current |
| AFS authorised representative start date | 2015-07-31 |
| AFS Representative's principal business address |
Bundall QLD 4217 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 |
| AFS authorised representative will be assigned licence authorisations by the licensee | Yes |
| AFS representative business name | Wealth Tree Financial Planning |
| Register Name | AFS Representative |
| AFS Representative Number | 000442100 |
| Appointment status | Ceased |
| AFS authorised representative start date | 2013-07-08 |
| AFS authorised representative end date | 2015-06-15 |
| AFS Representative's principal business address |
Bundall 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 |
| AFS representative business name | Wealth Tree Financial Planning |
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