Fitzpatricks Private Wealth Partners Pty Ltd is a limited by shares, Australian proprietary company. This corporation was registered on 2011-03-10 and was issued with the 149791542 ACN. Its Australian Business Number is 13149791542. Since 2022-01-12, the company is headquartered in QLD, post code 4000. The previous headquarters were located in NSW 2000 (from 2019-10-28 to 2022-01-12), QLD 4004 (from 2014-03-24 to 2019-10-28), and QLD 4004 (from 2013-01-31 to 2014-03-23). Fitzpatricks Private Wealth Partners Pty Ltd was registered for the GST on 2011-04-01. Fitzpatricks Private Wealth Partners Pty Ltd has been using the Planwealth trading name since 2011-04-01 (it needs to be noted that the Australian Business Register no longer collects or updates trading names). In total the company used 1 trading name. The company has also used 2 business names, namely Plan Wealth from 2011-04-05 to 2012-03-04, Planwealth Superannuation Administration Services from 2011-04-01. The above data comes from the ABN database which was updated on 2022-01-12.
| Status | From | To |
|---|---|---|
| Active | 2011-04-01 | current |
| Name | From | To |
|---|---|---|
| Fitzpatricks Private Wealth Partners Pty Ltd | 2016-03-04 | current |
| Planwealth Financial Pty. Ltd. | 2011-04-01 | 2016-03-04 |
| Name | From | To |
|---|---|---|
| Plan Wealth | 2011-04-05 | 2012-03-04 |
| Planwealth Superannuation Administration Services | 2011-04-01 | 2017-05-04 |
| Name | From | To |
|---|---|---|
| Planwealth | 2011-04-01 | current |
| Location | From | To |
|---|---|---|
| QLD 4000 | 2022-01-12 | current |
| NSW 2000 | 2019-10-28 | 2022-01-12 |
| QLD 4004 | 2014-03-24 | 2019-10-28 |
| QLD 4004 | 2013-01-31 | 2014-03-23 |
| QLD 4000 | 2011-04-01 | 2013-01-31 |
| Status | From | To |
|---|---|---|
| Registered | 2011-04-01 | current |
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| Register Name | AFS Representative |
| AFS Representative Number | 000402456 |
| Appointment status | Current |
| AFS authorised representative start date | 2011-03-30 |
| AFS Representative's principal business address |
Spring Hill QLD 4000 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 Provide a custodial or depository service/Custodial or depository service that is not an IDPS |
| AFS authorised representative will be assigned licence authorisations by the licensee | Yes |
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