Story Wealth Management Pty Ltd

Status: Registered
Current name since: Fri, 27th Jan 2017
Name in the ASICs register: Story Wealth Management Pty Ltd
Australian Company Number: 091207000
Australian Business Number: 27091207000
Registration date: Fri, 14th Jan 2000
Type: Australian proprietary company
Class: Limited by Shares
Subclass: Proprietary other
last updated

Description

Story Wealth Management Pty Ltd is a limited by shares Australian proprietary company. Located at VIC 3122 since 2016-08-09 the company is, as the updated on 2017-05-08 ABN database shows, registered. The company has been registered for Goods & Services Tax since 2000-07-01. Known company numbers for Story Wealth Management Pty Ltd are as follows: ACN - 091207000, Australian Business Number - 27091207000. Story Wealth Management Pty Ltd has been the company name since 2017-01-27. Mcphail Hlg Financial Planning is one of the trading names this company has used, to be specific, the trading names list includes 2 positions that is Mcphail Hlg Financial Planning since 2005-06-01, Australian Business Needs since 2000-05-19 to 2005-06-01. Story Wealth Management is an example of a business name Story Wealth Management Pty Ltd used. The complete list includes 5 business names. Story Wealth Management was the company's business name from 2017-03-14. Other business names include Sigma Wealth Management (from 2016-07-27 to 2017-04-15) and Mcphail Hlg Financial Planning. Their official company name changed on 2016-07-28 to Sigma Wealth Management Pty Ltd. The company had used this name up until 2017-01-28. Additionally they had used Mcphail Hlg Financial Planning Pty Ltd from 2005-02-17 to 2016-07-28, A B N Pty Ltd from 2000-08-04 to 2005-02-17. This Australian proprietary company was previously located in VIC 3128 (from 2014-09-22 to 2016-08-09), VIC 3128 (from 2014-01-14 to 2014-09-22), VIC 3128 (from 2004-03-18 to 2014-01-14).

Details for ABN 27091207000

Type: Australian Private Company

ABN Status

Status From To
Active Fri, 14th Jan 2000 current

Main Name

Name From To
Story Wealth Management Pty Ltd Sat, 28th Jan 2017 current
Sigma Wealth Management Pty Ltd Thu, 28th Jul 2016 Sat, 28th Jan 2017
Mcphail Hlg Financial Planning Pty Ltd Thu, 17th Feb 2005 Thu, 28th Jul 2016
A B N Pty Ltd Fri, 4th Aug 2000 Thu, 17th Feb 2005
Abn Pty Ltd Fri, 19th May 2000 Fri, 4th Aug 2000
A B N Pty Ltd Tue, 15th Feb 2000 Fri, 19th May 2000

Business Names

Name From To
Story Wealth Management Tue, 14th Mar 2017 current
Sigma Wealth Management Wed, 27th Jul 2016 Sat, 15th Apr 2017
Mcphail Hlg Financial Planning Mon, 25th Jul 2016 current
Mcphail Hlg Financial Planning Mon, 1st Nov 2004 Thu, 4th Oct 2007
Australian Business Needs Fri, 3rd Mar 2000 Tue, 4th Mar 2003

Trading Names

Name From To
Mcphail Hlg Financial Planning Wed, 1st Jun 2005 current
Australian Business Needs Fri, 19th May 2000 Wed, 1st Jun 2005

Main Location

Location From To
VIC 3122 Tue, 9th Aug 2016 current
VIC 3128 Mon, 22nd Sep 2014 Tue, 9th Aug 2016
VIC 3128 Tue, 14th Jan 2014 Mon, 22nd Sep 2014
VIC 3128 Thu, 18th Mar 2004 Tue, 14th Jan 2014
VIC 3128 Fri, 19th May 2000 Thu, 18th Mar 2004

Goods & Services Tax (GST)

Status From To
Registered Sat, 1st Jul 2000 current

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Business names details

Mcphail Hlg Financial Planning

Status Cancelled
Registration date Thu, 4th Oct 2001
Renewal date Thu, 4th Oct 2007
Cancelled date Thu, 4th Oct 2007
Debtor representative not applicable
Notified successor not applicable
Former identifier B1596037N
Former state territory VIC

Australian Business Needs

Status Cancelled
Registration date Fri, 3rd Mar 2000
Renewal date Tue, 4th Mar 2003
Cancelled date Tue, 4th Mar 2003
Debtor representative not applicable
Notified successor not applicable
Former identifier B1494012S
Former state territory VIC

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Financial Services Authorised Representative data

Licence number: 000240687

Register Name AFS Representative
AFS Representative Number 000282062
Appointment status Current
AFS authorised representative start date Mon, 1st Nov 2004
AFS Representative's principal business address Box Hill
VIC 3128
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 MCPHAIL HLG FINANCIAL PLANNING
last updated : Sun, 29th May 2016

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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.