Chartered Wealth Management Pty Ltd

Status: Registered
Current name since: August 19, 2008
Name in the ASICs register: Chartered Wealth Management Pty Ltd
Australian Company Number: 107074779
Australian Business Number: 57107074779
Registration date: November 18, 2003
Type: Australian proprietary company
Class: Limited by Shares
Subclass: Proprietary other
last updated

Description

Chartered Wealth Management Pty Ltd is a limited by shares Australian proprietary company. Located at QLD 4563 since 2022-07-19 the company is, as the updated on 2022-07-19 ABN database shows, registered. The company has been registered for Goods & Services Tax since 2004-01-12. Known company numbers for Chartered Wealth Management Pty Ltd are as follows: ACN - 107074779, Australian Business Number - 57107074779. Chartered Wealth Management Pty Ltd has been the company name since 2008-08-19. Lentell & Lentell (financial Planners) is one of the trading names this company has used, to be precise, the trading names list includes 1 position that is Lentell & Lentell (financial Planners) since 2004-01-12. Their official company name changed on 2004-01-12 to Robenne Pty Ltd. The company had used this name up until 2008-08-19. This Australian proprietary company was previously located in QLD 4566 (from 2014-09-20 to 2022-07-19), QLD 4566 (from 2013-08-26 to 2014-09-20), QLD 4700 (from 2004-01-12 to 2013-08-26). We found 1 trademark that reference this company. 2008-11-13 is the date the documents needed to start the registration process of trademark no 1272348 were submitted. This trademark is categorised as "composite" and its application status is "registered, live".

Details for ABN 57107074779

Type: Australian Private Company

ABN Status

Status From To
Active January 12, 2004 current

Main Name

Name From To
Chartered Wealth Management Pty Ltd August 19, 2008 current
Robenne Pty Ltd January 12, 2004 August 19, 2008

Trading Names

Name From To
Lentell & Lentell (financial Planners) January 12, 2004 current

Main Location

Location From To
QLD 4563 July 19, 2022 current
QLD 4566 September 20, 2014 July 19, 2022
QLD 4566 August 26, 2013 September 20, 2014
QLD 4700 January 12, 2004 August 26, 2013

Goods & Services Tax (GST)

Status From To
Registered January 12, 2004 current

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Company Trademarks

Trademark number: 1272348

General information:
Application date: November 13, 2008
Lodgement date: November 13, 2008
Registered date: November 13, 2008
Live or dead: Live
CPI status: Registered
Status: Registered/Protected
Mark code: Trade Mark
Trademark type: Composite
Acceptance due date: February 27, 2009
Sealing due date: September 12, 2009
Registered from date: November 13, 2008
Sealing date: June 22, 2009
Renewal due date: November 13, 2018
Court orders: No
Revocation of the acceptance: No
Goods and services assistance: Yes
Lodgement type: Online
Descriptive: Chartered Wealth Management
Device phrases: 2 Leaves
Examination report number: 1
Examination class count: 1
NICE class code: 36
NICE occ number: 1
NICE description text: Financial Services; Financial Planning; Financial Strategy Consultancy Services; Financial Advisory Services Relating To Retirement Plans; Pension And Retirement And Superannuation Plans And Funds; Monitoring Of Financial Portfolios; Advice Relating To Investments; Advisory Services Relating To Banking; Cash Management; Insurance; Taxation Financial Planning Services; Providing Information, Including Online, About Insurance, Financial And Monetary Affairs And Real Estate Affairs
Applicant information:
Suburb name: Allenstown
Postcode: 4700
Australian state code: QLD
Country code: AU

Financial Services Authorised Representative data

Licence number: 000232706

Register Name AFS Representative
AFS Representative Number 000439428
Appointment status Current
AFS authorised representative start date May 24, 2013
AFS Representative's principal business address Cooroy
QLD 4563
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 No
last updated : May 29, 2016

Credit Representative

Licence number: 232706

Register Name Credit Representative
Credit Representative number 439429
Start date May 24, 2013
Principal business address Cooroy
QLD 4563
Member of Financial Ombudsman Service
Credit representative will be assigned licence authorisations by the licensee Same as Registrant

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QLD 4563 Location

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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.