Portfolio Planning Solutions Ltd

Status: Registered
Current name since: 2017-11-20
Name in the ASICs register: Portfolio Planning Solutions Ltd
Australian Company Number: 008007387
Australian Business Number: 83008007387
Address: 67 Greenhill Rd Wayville SA 5034 (business name: Portfolio Planning Solutions)
Registration date: 1983-02-17
Type: Australian public company
Class: Limited by Shares
Subclass: Unlisted public company
last updated

Description

Portfolio Planning Solutions Ltd is a limited by shares Australian public company. Located at SA 5034 since 2014-09-21 the company is, as the updated on 2023-09-09 ABN database shows, registered. The company has been registered for Goods & Services Tax since 2000-07-01 until 2023-07-01. Known company numbers for Portfolio Planning Solutions Ltd are as follows: ACN - 008007387, Australian Business Number - 83008007387. Portfolio Planning Solutions Ltd has been the company name since 2017-11-20. Portfolio Planning Solutions Ltd is one of the trading names this company has used, to be specific, the trading names list includes 3 positions that is Portfolio Planning Solutions Ltd since 2003-03-26, Inpac Ltd Atf Portfolio Planning Services Managed Superannuation Fund since 2001-02-24 to 2003-03-26, and Portfolio Planning Services since 2000-04-14 to 2001-02-24. Amp Advice Perth is an example of a business name Portfolio Planning Solutions Ltd used. The complete list includes 4 business names. Amp Advice Perth was the company's business name from 2020-04-20 until 2020-11-15. Other business names include Amp Advice Wayville (from 2018-06-09 to 2022-06-25) and Portfolio Planning Solutions (from 2002-04-16 to 2023-09-09). Their official company name changed on 2000-06-01 to Inpac Limited. The company had used this name up until 2002-07-22. Additionally they had used Inpac Ltd from 2000-04-14 to 2000-06-01. This Australian public company was previously located in SA 5034 (from 2014-01-10 to 2014-09-21), SA 5034 (from 2001-08-14 to 2014-01-10). Aubiznet found 3 trademarks that reference the company. 2000-10-24 is the date the documents needed to start the registration process of trademark no 854493 were submitted. This trademark is categorised as "composite" and its application status is "removed, live". Other company trademarks include trademark number 919826, application status "removed, live", registered on 2002-07-16 in the "composite" category;trademark number 966666, application status: "removed, live" registered on 2003-08-20 in the "composite" category.

Details for ABN 83008007387

Type: Australian Public Company

ABN Status

Status From To
Active 2000-04-14 current

Main Name

Name From To
Portfolio Planning Solutions Ltd 2002-07-22 current
Inpac Limited 2000-06-01 2002-07-22
Inpac Ltd 2000-04-14 2000-06-01

Business Names

Name From To
Amp Advice Perth 2020-04-20 2020-11-15
Amp Advice Wayville 2018-06-09 2022-06-25
Portfolio Planning Solutions 2002-04-16 2023-09-09
Portfolio Planning Services 2000-04-14 2002-05-15

Trading Names

Name From To
Portfolio Planning Solutions Ltd 2003-03-26 current
Inpac Ltd Atf Portfolio Planning Services Managed Superannuation Fund 2001-02-24 2003-03-26
Portfolio Planning Services 2000-04-14 2001-02-24

Main Location

Location From To
SA 5034 2014-09-21 current
SA 5034 2014-01-10 2014-09-21
SA 5034 2001-08-14 2014-01-10

Goods & Services Tax (GST)

Status From To
Registered 2000-07-01 2023-07-01

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Business names details

Portfolio Planning Solutions

Status registered
Registration date 2002-04-16
Renewal date 2017-04-16
Address for service of documents 67 Greenhill Rd Wayville SA 5034
Principal place of business 67 Greenhill Rd Wayville SA 5034
Debtor representative not applicable
Notified successor not applicable
Former identifier BN04027796
Former state territory SA

John Burkett & Associates

Status Cancelled
Registration date 1993-10-11
Renewal date 1993-06-11
Cancelled date 2012-05-27
Debtor representative not applicable
Notified successor not applicable
Former identifier 0249615A
Former state territory SA

John Burkett Insurance Brokers

Status Cancelled
Registration date 1993-07-20
Renewal date 1993-03-20
Cancelled date 2012-05-27
Debtor representative not applicable
Notified successor not applicable
Former identifier 0246756A
Former state territory SA

Block Insurance Brokers

Status Cancelled
Registration date 1987-03-19
Renewal date 1990-03-19
Cancelled date 1990-06-21
Debtor representative not applicable
Notified successor not applicable
Former identifier 8394934N
Former state territory WA

Block Insurance Brokers

Status Cancelled
Registration date 1987-03-01
Renewal date 1990-02-17
Cancelled date 1990-02-20
Debtor representative not applicable
Notified successor not applicable
Former identifier 0245548X
Former state territory SA

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Company Trademarks

Trademark number: 854493

General information:
Application date: 2000-10-24
Lodgement date: 2000-10-24
Registered date: 2000-10-24
Live or dead: Live
CPI status: Removed
Status: Removed - Not Renewed
Mark code: Trade Mark
Trademark type: Composite
Acceptance due date: 2001-04-12
Sealing due date: 2001-11-03
Registered from date: 2000-10-24
Sealing date: 2001-09-11
Renewal due date: 2010-10-24
Court orders: No
Revocation of the acceptance: No
Goods and services assistance: No
Lodgement type: National
Descriptive: Portfolio Planning Services
Device phrases: Triangle With Oblique Stripes
Examination report number: 1
Examination class count: 1
NICE class code: 36
NICE occ number: 1
NICE description text: Financial Services, Services Relating To Banking, Credit And Investment; Financial Consultancy, Superannuation Services, Self Managed Funds; Corporate Superannuation Funds, Master Trusts, Investment Portfolios, Group Insurance Pools
Applicant information:
Suburb name: Wayville
Postcode: 5034
Australian state code: SA
Country code: AU
Attorney information:
Attorney code: -94956
Agency code: CO
Transaction type: Address for service of the trademark
Suburb name: Adelaide
Postcode: 5001
Australian state codee: SA
Attorney type: Attorney
Country code: AU

Trademark number: 919826

General information:
Application date: 2002-07-16
Lodgement date: 2002-07-16
Registered date: 2002-07-16
Live or dead: Live
CPI status: Removed
Status: Removed - Not Renewed
Mark code: Trade Mark
Trademark type: Composite
Acceptance due date: 2002-11-29
Sealing due date: 2003-06-19
Registered from date: 2002-07-16
Sealing date: 2003-03-31
Renewal due date: 2012-07-16
Court orders: No
Revocation of the acceptance: No
Goods and services assistance: No
Lodgement type: National
Descriptive: Portfolio Planning Solutions
Device phrases: Triangle With Oblique Stripes In Rect.,striped,divided; Triangle Breaks Stripe
Examination report number: 2
Examination class count: 1
NICE class code: 36
NICE occ number: 1
NICE description text: Financial Services, Financial Planning, Retirement Planning, Investment Advice, Insurance Broking, Superannuation, Administration Services, Actuarial And Consulting Services, Finance Broking, Life And Disability Insurance
Applicant information:
Suburb name: Wayville
Postcode: 5034
Australian state code: SA
Country code: AU
Attorney information:
Attorney code: -94956
Agency code: CO
Transaction type: Address for service of the trademark
Suburb name: Adelaide
Postcode: 5001
Australian state codee: SA
Attorney type: Attorney
Country code: AU

Trademark number: 966666

General information:
Application date: 2003-08-20
Lodgement date: 2003-08-20
Registered date: 2003-08-20
Live or dead: Live
CPI status: Removed
Status: Removed - Not Renewed
Mark code: Trade Mark
Trademark type: Composite
Acceptance due date: 2003-12-15
Sealing due date: 2004-07-15
Registered from date: 2003-08-20
Sealing date: 2004-06-09
Renewal due date: 2013-08-20
Court orders: No
Revocation of the acceptance: No
Goods and services assistance: No
Lodgement type: Online
Descriptive: Insurance Solutions
Device phrases: Stripes,horiz.,stacked Atop Triangle Breaks Stripe,horiz.
Examination report number: 1
Examination class count: 1
NICE class code: 36
NICE occ number: 1
NICE description text: Insurance, Actuarial Services, Capital Investments, Financial And Insurance Consultancy, Financial Management, Insurance Brokerage, Superannuation Advice And Planning
Applicant information:
Suburb name: Wayville
Postcode: 5034
Australian state code: SA
Country code: AU
Attorney information:
Attorney code: -94956
Agency code: CO
Transaction type: Address for service of the trademark
Suburb name: Adelaide
Postcode: 5001
Australian state codee: SA
Attorney type: Attorney
Country code: AU

Credit Licences data

Licence number: 255027

Register name Credit Licence
Start date 2012-09-25
Registration status Approved
AFSL Number 255027
Principal business address Wayville
SA 5034
Member of Financial Ombudsman Service

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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.