The Family Wealth Group Pty Limited

Status: Registered
Current name since: Friday 14th August 2009
Name in the ASICs register: The Family Wealth Group Pty Limited
Australian Company Number: 136690358
Australian Business Number: 49136690358
Registration date: Tuesday 21st April 2009
Type: Australian proprietary company
Class: Limited by Shares
Subclass: Proprietary other
last updated

Description

The Family Wealth Group Pty Limited is a limited by shares Australian proprietary company. Located at NSW 2000 since 2020-05-15 the company is, as the updated on 2023-07-27 ABN database shows, registered. The company has been registered for Goods & Services Tax since 2015-07-01. Known company numbers for The Family Wealth Group Pty Limited are as follows: ACN - 136690358, Australian Business Number - 49136690358. The Family Wealth Group Pty Limited has been the company name since 2009-08-14. Family Wealth Advisory Risk Solutions is an example of a business name The Family Wealth Group Pty Limited used. The complete list includes 3 business names. Family Wealth Advisory Risk Solutions was the company's business name from 2023-07-27. Other business names include Family Wealth Advisory and Family Wealth Advisory Sylvania (from 2015-06-29 to 2015-10-10). Their official company name changed on 2009-04-21 to Bsi Private Wealth Pty Limited. The company had used this name up until 2010-04-29. This Australian proprietary company was previously located in NSW 2000 (from 2014-09-12 to 2020-05-15), NSW 2000 (from 2010-03-26 to 2014-09-12), NSW 2000 (from 2009-04-21 to 2010-03-26). Aubiznet found 3 trademarks that reference the company. 2009-09-14 is the date the documents needed to start the registration process of trademark no 1320441 were submitted. This trademark is categorised as "word" and its application status is "never registered, live". Other company trademarks include trademark number 1326641, application status "registered, live", registered on 2009-10-19 in the "composite" category;trademark number 1326642, application status: "never registered, live".

Details for ABN 49136690358

Type: Australian Private Company

ABN Status

Status From To
Active Tuesday 21st April 2009 current

Main Name

Name From To
The Family Wealth Group Pty Limited Thursday 29th April 2010 current
Bsi Private Wealth Pty Limited Tuesday 21st April 2009 Thursday 29th April 2010

Business Names

Name From To
Family Wealth Advisory Risk Solutions Thursday 27th July 2023 current
Family Wealth Advisory Thursday 27th July 2023 current
Family Wealth Advisory Sylvania Monday 29th June 2015 Saturday 10th October 2015

Main Location

Location From To
NSW 2000 Friday 15th May 2020 current
NSW 2000 Friday 12th September 2014 Friday 15th May 2020
NSW 2000 Friday 26th March 2010 Friday 12th September 2014
NSW 2000 Tuesday 21st April 2009 Friday 26th March 2010

Goods & Services Tax (GST)

Status From To
Registered Wednesday 1st July 2015 current

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Company Trademarks

Trademark number: 1320441

General information:
Application date: Monday 14th September 2009
Lodgement date: Monday 14th September 2009
Live or dead: Live
CPI status: Never Registered
Status: Lapsed/Not Protected
Mark code: Trade Mark
Trademark type: Word
Acceptance due date: Sunday 6th March 2011
Court orders: No
Revocation of the acceptance: No
Goods and services assistance: No
Lodgement type: Online
Descriptive: Family Wealth Group
Examination report number: 1
Examination class count: 2
NICE class code: 36
NICE occ number: 4
NICE description text: Advice And Retirement Planning
Applicant information:
Suburb name: Sydney
Postcode: 2000
Australian state code: NSW
Country code: AU

Trademark number: 1326641

General information:
Application date: Monday 19th October 2009
Lodgement date: Monday 19th October 2009
Registered date: Monday 19th October 2009
Live or dead: Live
CPI status: Registered
Status: Registered/Protected
Mark code: Trade Mark
Trademark type: Composite
Acceptance due date: Tuesday 17th May 2011
Sealing due date: Saturday 26th November 2011
Registered from date: Monday 19th October 2009
Sealing date: Monday 5th September 2011
Renewal due date: Saturday 19th October 2019
Court orders: No
Revocation of the acceptance: No
Goods and services assistance: No
Lodgement type: Online
Descriptive: Family Wealth Advisory Securing The Facets Of Wealth
Device phrases: Rectangle Cuts Gem
Examination report number: 2
Examination class count: 2
NICE class code: 36
NICE occ number: 3
NICE description text: Portfolios; Pension Fund Financial Management; Personal Financial Banking Services; Personal Financial Planning Advisory Services; Personal Financial Planning Services; Preparation And Analysis Of Financial Reports; Preparation Of Financial Analyses; Preparation Of Financial Analysis; Preparation Of Financial Reports; Financial Insurance Advice; Providing Information, Including On-line, About Insurance, Financial And Monetary Affairs And Real Estate Affairs; Provision Of Financial Information; Provision Of Information Relating To Financial Services; Provision Of Tax Advice (financial); Risk Management (financial); Tax Advice (financial); Tax Financial Planning; Taxation Financial Consultancy Services; Taxation Financial Planning Services; Superannuation Services And Planning Advice; Preparation Of Financial Reports And Analysis; Redundancy Advice And Retirement Planning
Applicant information:
Suburb name: Sydney
Postcode: 2000
Australian state code: NSW
Country code: AU

Trademark number: 1326642

General information:
Application date: Monday 19th October 2009
Lodgement date: Monday 19th October 2009
Live or dead: Live
CPI status: Never Registered
Status: Lapsed/Not Protected
Mark code: Trade Mark
Trademark type: Word
Acceptance due date: Saturday 4th June 2011
Court orders: No
Revocation of the acceptance: No
Goods and services assistance: No
Lodgement type: Online
Descriptive: Family Wealth Advisory
Examination report number: 1
Examination class count: 2
NICE class code: 16
NICE occ number: 1
NICE description text: Paper, Cardboard And Goods Made From These Materials, Not Included In Other Classes, All Relating To Financial Planning And Investment, Business Research Services And Financial Reporting Services, Not Relating To Intellectual Property; Printed Matter Relating To The Administration Of Financial Affairs, Financial Advisory Services, Investment, Insurance And Tax Planning
Applicant information:
Suburb name: Sydney
Postcode: 2000
Australian state code: NSW
Country code: AU

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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.