Oak Wealth Solutions Pty Ltd is a limited by shares, Australian proprietary company. This corporation was registered on 2010-04-12 and was issued with the 143070946 ACN. Its Australian Business Number is 17143070946. Since 2023-08-28, the company is headquartered in VIC, post code 3124. The previous headquarters were located in VIC 3109 (from 2018-11-05 to 2023-08-28), VIC 3109 (from 2014-04-03 to 2018-11-05), and VIC 3123 (from 2010-08-13 to 2014-04-03). Oak Wealth Solutions Pty Ltd has been using the Oak Wealth Solutions trading name since 2010-08-13 (it has to be noted that the Australian Business Register no longer collects or updates trading names). In total the company used 1 trading name. The above data comes from the ABN database which was updated on 2023-08-28. We found 1 trademark that mention this company. Trademark number 1579369 was filed on 2013-09-10 and is categorised as "word" (application status: "registered, live").
| Status | From | To |
|---|---|---|
| Active | Fri, 13th Aug 2010 | current |
| Name | From | To |
|---|---|---|
| Oak Wealth Solutions Pty Ltd | Fri, 13th Aug 2010 | current |
| Name | From | To |
|---|---|---|
| Oak Wealth Solutions | Fri, 13th Aug 2010 | current |
| Location | From | To |
|---|---|---|
| VIC 3124 | Mon, 28th Aug 2023 | current |
| VIC 3109 | Mon, 5th Nov 2018 | Mon, 28th Aug 2023 |
| VIC 3109 | Thu, 3rd Apr 2014 | Mon, 5th Nov 2018 |
| VIC 3123 | Fri, 13th Aug 2010 | Thu, 3rd Apr 2014 |
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| Application date: | Tue, 10th Sep 2013 |
| Lodgement date: | Tue, 10th Sep 2013 |
| Registered date: | Tue, 10th Sep 2013 |
| Live or dead: | Live |
| CPI status: | Registered |
| Status: | Registered/Protected |
| Mark code: | Trade Mark |
| Trademark type: | Word |
| Acceptance due date: | Fri, 24th Jan 2014 |
| Sealing due date: | Wed, 6th Aug 2014 |
| Registered from date: | Tue, 10th Sep 2013 |
| Sealing date: | Fri, 9th May 2014 |
| Renewal due date: | Sun, 10th Sep 2023 |
| Court orders: | No |
| Revocation of the acceptance: | No |
| Goods and services assistance: | Yes |
| Lodgement type: | Online |
| Descriptive: | Oakwealth |
| Examination report number: | 1 |
| Examination class count: | 2 |
| NICE class code: | 36 |
| NICE occ number: | 2 |
| NICE description text: | Consultancy (financial); Mortgage Brokering; Advice Relating To Insurance; Brokerage Advisory Services Relating To Insurance; Brokerage Of Insurance; Insurance Services |
| Suburb name: | Melbourne |
| Postcode: | 3000 |
| Australian state code: | VIC |
| Country code: | AU |
| Register Name | AFS Representative |
| AFS Representative Number | 000364492 |
| Appointment status | Current |
| AFS authorised representative start date | Mon, 5th Jul 2010 |
| 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 |
| AFS authorised representative will be assigned licence authorisations by the licensee | No |
| Register Name | Credit Representative |
| Credit Representative number | 382800 |
| Start date | Thu, 27th Jan 2011 |
| Principal business address |
Hawthorn East VIC 3123 |
| Member of | Financial Ombudsman Service |
| Credit representative will be assigned licence authorisations by the licensee | Same as Registrant |
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.