Oak Wealth Planning Pty Ltd is a limited by shares Australian proprietary company. Located at VIC 3124 since 2023-08-27 the company is, as the updated on 2023-08-27 ABN database shows, registered. Known company numbers for Oak Wealth Planning Pty Ltd are as follows: ACN - 158930422, Australian Business Number - 36158930422. This Australian proprietary company was previously located in VIC 3126 (from 2019-06-18 to 2023-08-27), VIC 3126 (from 2018-11-20 to 2019-06-18), VIC 3109 (from 2017-05-25 to 2018-11-20).
| Status | From | To |
|---|---|---|
| Active | 2012-06-22 | current |
| Name | From | To |
|---|---|---|
| Oak Wealth Planning Pty Ltd | 2012-06-22 | current |
| Location | From | To |
|---|---|---|
| VIC 3124 | 2023-08-27 | current |
| VIC 3126 | 2019-06-18 | 2023-08-27 |
| VIC 3126 | 2018-11-20 | 2019-06-18 |
| VIC 3109 | 2017-05-25 | 2018-11-20 |
| VIC 3109 | 2014-04-03 | 2017-05-25 |
| VIC 3135 | 2012-06-22 | 2014-04-03 |
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| Register Name | AFS Representative |
| AFS Representative Number | 000426924 |
| Appointment status | Current |
| AFS authorised representative start date | 2012-08-27 |
| AFS Representative's principal business address |
Doncaster East VIC 3109 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 Deal in a financial product/Issue, apply for, acquire, vary or dispose of a financial product |
| AFS authorised representative will be assigned licence authorisations by the licensee | Yes |
| Register Name | Credit Representative |
| Credit Representative number | 426925 |
| Start date | 2012-08-27 |
| Principal business address |
Ringwood East VIC 3135 |
| Member of | Financial Ombudsman Service |
| Credit representative will be assigned licence authorisations by the licensee | Same as Registrant |
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