Robertson Financial Planning Pty Ltd is a limited by shares, Australian proprietary company. This corporation was registered on 1997-05-12 and was issued with the 078513489 ACN. Its Australian Business Number is 80078513489. Since 2023-06-26, the company is headquartered in QLD, post code 4132. The previous headquarters were located in QLD 4114 (from 2018-09-17 to 2023-06-26), QLD 4119 (from 2000-02-25 to 2018-09-17). Robertson Financial Planning Pty Ltd has been using the Robertson Financial Planning Pty Ltd trading name since 2000-02-25 (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 company has also used 2 business names, namely David Follett Financial Planning from 2006-04-08 to 2009-08-13, Robertson Financial Planning from 2000-07-25. The above data comes from the ABN database which was updated on 2023-06-26.
| Status | From | To |
|---|---|---|
| Active | Mon, 1st Nov 1999 | current |
| Name | From | To |
|---|---|---|
| Robertson Financial Planning Pty Ltd | Fri, 25th Feb 2000 | current |
| Name | From | To |
|---|---|---|
| David Follett Financial Planning | Sat, 8th Apr 2006 | Thu, 13th Aug 2009 |
| Robertson Financial Planning | Tue, 25th Jul 2000 | Thu, 27th Jul 2000 |
| Name | From | To |
|---|---|---|
| Robertson Financial Planning Pty Ltd | Fri, 25th Feb 2000 | current |
| Location | From | To |
|---|---|---|
| QLD 4132 | Mon, 26th Jun 2023 | current |
| QLD 4114 | Mon, 17th Sep 2018 | Mon, 26th Jun 2023 |
| QLD 4119 | Fri, 25th Feb 2000 | Mon, 17th Sep 2018 |
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| Register Name | AFS Representative |
| AFS Representative Number | 000243562 |
| Appointment status | Current |
| AFS authorised representative start date | Mon, 1st Dec 2003 |
| AFS Representative's principal business address |
Marsden QLD 4132 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 | 367716 |
| Start date | Thu, 27th Jan 2011 |
| Principal business address |
Marsden QLD 4132 |
| Member of | Financial Ombudsman Service |
| Credit representative will be assigned licence authorisations by the licensee | Same as Registrant |
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