Wealthportal Pty Limited

Status: Registered
Current name since: Tue, 31st Aug 2010
Name in the ASICs register: Wealthportal Pty Limited
Australian Company Number: 131002036
Australian Business Number: 61131002036
Registration date: Thu, 8th May 2008
Type: Australian proprietary company
Class: Limited by Shares
Subclass: Proprietary other
last updated

Description

Wealthportal Pty Limited is a limited by shares Australian proprietary company. Located at NSW 2000 since 2020-06-07 the company is, as the updated on 2020-06-07 ABN database shows, registered. The company has been registered for Goods & Services Tax since 2009-01-01. Known company numbers for Wealthportal Pty Limited are as follows: ACN - 131002036, Australian Business Number - 61131002036. Wealthportal Pty Limited has been the company name since 2010-08-31. First Prudential Wealth Services is one of the trading names this company has used, to be specific, the trading names list includes 1 position that is First Prudential Wealth Services since 2009-01-01 to 2010-08-12. Their official company name changed on 2010-01-29 to Financial Prosperity Wealth Solutions Pty Limited. The company had used this name up until 2010-08-31. Additionally they had used First Prudential Wealth Services Pty Ltd from 2009-01-01 to 2010-01-29. This Australian proprietary company was previously located in NSW 2060 (from 2014-09-12 to 2020-06-07), NSW 2060 (from 2010-03-03 to 2014-09-12), NSW 2000 (from 2010-02-10 to 2010-03-03). Aubiznet found 5 trademarks that reference the company. 2012-01-27 is the date the documents needed to start the registration process of trademark no 1471475 were submitted. This trademark is categorised as "word" and its application status is "registered, live". Other company trademarks include trademark number 1471479, application status "registered, live", registered on 2012-01-27 in the "word" category;trademark number 1471481, application status: "registered, live" registered on 2012-01-27 in the "composite" category.

Details for ABN 61131002036

Type: Australian Private Company

ABN Status

Status From To
Active Thu, 1st Jan 2009 current

Main Name

Name From To
Wealthportal Pty Limited Tue, 31st Aug 2010 current
Financial Prosperity Wealth Solutions Pty Limited Fri, 29th Jan 2010 Tue, 31st Aug 2010
First Prudential Wealth Services Pty Ltd Thu, 1st Jan 2009 Fri, 29th Jan 2010

Trading Names

Name From To
First Prudential Wealth Services Thu, 1st Jan 2009 Thu, 12th Aug 2010

Main Location

Location From To
NSW 2000 Sun, 7th Jun 2020 current
NSW 2060 Fri, 12th Sep 2014 Sun, 7th Jun 2020
NSW 2060 Wed, 3rd Mar 2010 Fri, 12th Sep 2014
NSW 2000 Wed, 10th Feb 2010 Wed, 3rd Mar 2010
NSW 2000 Thu, 1st Jan 2009 Wed, 10th Feb 2010

Goods & Services Tax (GST)

Status From To
Registered Thu, 1st Jan 2009 current

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Company Trademarks

Trademark number: 1471475

General information:
Application date: Fri, 27th Jan 2012
Lodgement date: Fri, 27th Jan 2012
Registered date: Fri, 27th Jan 2012
Live or dead: Live
CPI status: Registered
Status: Registered/Protected
Mark code: Trade Mark
Trademark type: Word
Acceptance due date: Thu, 10th May 2012
Sealing due date: Sat, 17th Nov 2012
Registered from date: Fri, 27th Jan 2012
Sealing date: Mon, 19th Nov 2012
Renewal due date: Thu, 27th Jan 2022
Court orders: No
Revocation of the acceptance: No
Goods and services assistance: No
Lodgement type: Online
Descriptive: Wealthdirect
Examination report number: 1
Examination class count: 2
NICE class code: 35
NICE occ number: 1
NICE description text: Business Services Related To The Taking Over And Assumption Of Responsibility For Share And Managed Investment Funds; Services Of Tax Return Summaries And Taxation Reporting
Applicant information:
Suburb name: Sydney
Postcode: 2000
Australian state code: NSW
Country code: AU
Attorney information:
Attorney code: 96631
Agency code: WB
Transaction type: Address for service of the trademark
Suburb name: Glebe
Postcode: 2037
Australian state codee: NSW
Attorney type: Attorney
Country code: AU

Trademark number: 1471479

General information:
Application date: Fri, 27th Jan 2012
Lodgement date: Fri, 27th Jan 2012
Registered date: Fri, 27th Jan 2012
Live or dead: Live
CPI status: Registered
Status: Registered/Protected
Mark code: Trade Mark
Trademark type: Word
Acceptance due date: Fri, 27th Jun 2014
Sealing due date: Sat, 3rd Jan 2015
Registered from date: Fri, 27th Jan 2012
Sealing date: Mon, 12th Jan 2015
Renewal due date: Thu, 27th Jan 2022
Court orders: No
Revocation of the acceptance: No
Goods and services assistance: No
Lodgement type: Online
Descriptive: Wealthportal
Examination report number: 1
Examination class count: 2
NICE class code: 35
NICE occ number: 1
NICE description text: Business Services Related To The Taking Over And Assumption Of Responsibility For Share And Managed Investment Funds; Services Of Tax Return Summaries And Taxation
Applicant information:
Suburb name: Sydney
Postcode: 2000
Australian state code: NSW
Country code: AU
Attorney information:
Attorney code: 96631
Agency code: WB
Transaction type: Address for service of the trademark
Suburb name: Glebe
Postcode: 2037
Australian state codee: NSW
Attorney type: Attorney
Country code: AU

Trademark number: 1471481

General information:
Application date: Fri, 27th Jan 2012
Lodgement date: Fri, 27th Jan 2012
Registered date: Fri, 27th Jan 2012
Live or dead: Live
CPI status: Registered
Status: Registered/Protected
Mark code: Trade Mark
Trademark type: Composite
Acceptance due date: Thu, 10th May 2012
Sealing due date: Sat, 17th Nov 2012
Registered from date: Fri, 27th Jan 2012
Sealing date: Mon, 19th Nov 2012
Renewal due date: Thu, 27th Jan 2022
Court orders: No
Revocation of the acceptance: No
Goods and services assistance: No
Lodgement type: Online
Descriptive: Wealthdirect Investor Directed
Device phrases: 4 Circles,incomplete,eccentric
Examination report number: 1
Examination class count: 2
NICE class code: 36
NICE occ number: 2
NICE description text: Securities And Eligible Managed Funds; Transfer Of Shares Services; Services Of Reinvestment Of Dividends And Net Proceeds Of Sales And Cash; Provision Of Margin Lending Products; Investment Reporting Services; Financial Investment Risk Assessment Services; Tax Effect Portfolio Management Services; Provision Of Advice Purchasing Securities And Managed Funds; Financial Of Rebalancing Investment Portfolios; Financial Services Of Advising On Tax Implications Of Rebalancing; Services Of Discretionary Management Of Share Funds; Financial Valuations Of Investment Portfolios
Applicant information:
Suburb name: Sydney
Postcode: 2000
Australian state code: NSW
Country code: AU
Attorney information:
Attorney code: 96631
Agency code: WB
Transaction type: Address for service of the trademark
Suburb name: Glebe
Postcode: 2037
Australian state codee: NSW
Attorney type: Attorney
Country code: AU

Financial Services Authorised Representative data

Licence number: 000308200

Register Name AFS Representative
AFS Representative Number 000334027
Appointment status Current
AFS authorised representative start date Sun, 1st Sep 2013
AFS Representative's principal business address Sydney
NSW 2000
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
last updated : Sun, 29th May 2016

Licence number: 000245525

Register Name AFS Representative
AFS Representative Number 000334027
Appointment status Ceased
AFS authorised representative start date Fri, 28th Nov 2008
AFS authorised representative end date Sat, 31st Aug 2013
AFS Representative's principal business address Sydney
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
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.