Equiti Financial Services Pty Ltd

Status: Registered
Current name since: 5th August 2008
Name in the ASICs register: Equiti Financial Services Pty Ltd
Australian Company Number: 120384474
Australian Business Number: 20120384474
Address: Level L 10 56 Station St Parramatta NSW 2150 (business name: Equiti Private Wealth)
Registration date: 26th June 2006
Type: Australian proprietary company
Class: Limited by Shares
Subclass: Proprietary other
last updated

Description

Equiti Financial Services Pty Ltd is a limited by shares, Australian proprietary company. This corporation was registered on 2006-06-26 and was issued with the 120384474 ACN. Its Australian Business Number is 20120384474. Since 2016-06-17, the company is headquartered in NSW, post code 2150. The previous headquarters were located in NSW 2150 (from 2014-09-18 to 2016-06-17), NSW 2150 (from 2013-02-20 to 2014-09-18), and NSW 2150 (from 2006-11-28 to 2013-02-20). Equiti Financial Services Pty Ltd was registered for the GST on 2006-07-01. Equiti Financial Services Pty Ltd has been using the Equiti Financial Services Pty Ltd trading name since 2008-12-12 (it needs to be noted that the Australian Business Register no longer collects or updates trading names). In total the company used 2 trading names. The company has also used 1 business name, namely Equiti Private Wealth from 2008-08-21 to 2021-01-20. The above data comes from the ABN database which was updated on 2021-01-20. Aubiznet found 2 trademarks that mention this company. Trademark number 1462209 was filed on 2011-12-01 and is categorised as "word" (application status: "never registered, live"). Other company trademarks include trademark number 1462208 in the "word" category (application status/date: "never registered, live".

Details for ABN 20120384474

Type: Australian Private Company

ABN Status

Status From To
Active 1st July 2006 current

Main Name

Name From To
Dod Bookkeeping Pty Ltd 1st February 2020 current
Equiti Financial Services Pty Ltd 5th August 2008 1st February 2020
Equiti Financial Planning Pty Ltd 1st July 2006 5th August 2008

Business Names

Name From To
Equiti Private Wealth 21st August 2008 20th January 2021

Trading Names

Name From To
Equiti Financial Services Pty Ltd 12th December 2008 current
Equiti Financial Planning Pty Ltd 1st July 2006 12th December 2008

Main Location

Location From To
NSW 2150 17th June 2016 current
NSW 2150 18th September 2014 17th June 2016
NSW 2150 20th February 2013 18th September 2014
NSW 2150 28th November 2006 20th February 2013
NSW 2060 1st July 2006 28th November 2006

Goods & Services Tax (GST)

Status From To
Registered 1st July 2006 current

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Business names details

Equiti Private Wealth

Status registered
Registration date 21st August 2008
Renewal date 21st August 2014
Address for service of documents Level L 10 56 Station St Parramatta NSW 2150
Principal place of business Level L 10 56 Station St Parramatta NSW 2150
Debtor representative not applicable
Notified successor not applicable
Former identifier BN98380714
Former state territory NSW

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Company Trademarks

Trademark number: 1462209

General information:
Application date: 1st December 2011
Lodgement date: 1st December 2011
Live or dead: Live
CPI status: Never Registered
Status: Lapsed - Accepted
Mark code: Trade Mark
Trademark type: Word
Acceptance due date: 15th March 2012
Sealing due date: 22nd September 2012
Court orders: No
Revocation of the acceptance: No
Goods and services assistance: Yes
Lodgement type: AFS
Descriptive: Enjoy Today ... Secure Tomorrow
Examination report number: 1
Examination class count: 1
NICE class code: 36
NICE occ number: 4
NICE description text: Analysis; Preparation Of Financial Balance Sheets; Preparation Of Financial Reports; Preparation Of Financial Reports; Providing Information, Including Online, About Insurance, Financial And Monetary Affairs And Real Estate Affairs; Provision Of Financial Information; Provision Of Financial Securities; Provision Of Information Relating To Financial Services; Provision Of Tax Advice (financial); Real Estate Assessment (financial); Real Property Evaluation (financial); Risk Management (financial); Risk Management Consultancy (financial); Tax Advice (financial); Tax Consultancy (financial); Tax Consultations (financial); Tax Financial Planning; Tax Returns Financial Consultancy; Tax Services (financial); Taxation Financial Consultancy Services; Taxation Financial Planning Services
Applicant information:
Suburb name: Parramatta
Postcode: 2150
Australian state code: NSW
Country code: AU

Trademark number: 1462208

General information:
Lodgement date: 30th November 2011
Live or dead: Live
CPI status: Never Registered
Status: AFS Indexing Approved
Mark code: Trade Mark
Trademark type: Word
Court orders: No
Revocation of the acceptance: No
Goods and services assistance: Yes
Lodgement type: AFS
Descriptive: Bringing Private Wealth Management To All Australians
NICE class code: 36
NICE occ number: 4
NICE description text: Providing Information, Including Online, About Insurance, Financial And Monetary Affairs And Real Estate Affairs; Provision Of Financial Information; Provision Of Financial Securities; Provision Of Information Relating To Financial Services; Provision Of Tax Advice (financial); Real Estate Assessment (financial); Real Property Evaluation (financial); Risk Management (financial); Risk Management Consultancy (financial); Tax Advice (financial); Tax Consultancy (financial); Tax Consultations (financial); Tax Financial Planning; Tax Returns Financial Consultancy; Tax Services (financial); Taxation Financial Consultancy Services; Taxation Financial Planning Services
Applicant information:
Suburb name: Parramatta
Postcode: 2150
Australian state code: NSW
Country code: AU

Financial Services Authorised Representative data

Licence number: 000225982

Register Name AFS Representative
AFS Representative Number 000309119
Appointment status Ceased
AFS authorised representative start date 1st January 2007
AFS authorised representative end date 7th October 2008
AFS Representative's principal business address Parramatta
Australia
Can appoint other Australian Financial Services representatives No
Australian Financial Services authorisations:
AFS authorised representative will be assigned licence authorisations by the licensee Yes
last updated : 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.