Oak Financial Planning Pty Ltd

Status: Registered
Current name since: January 23, 2017
Name in the ASICs register: Oak Financial Planning Pty Ltd
Australian Company Number: 126751335
Australian Business Number: 78126751335
Registration date: July 27, 2007
Type: Australian proprietary company
Class: Limited by Shares
Subclass: Proprietary other
last updated

Description

Oak Financial Planning Pty Ltd is a limited by shares, Australian proprietary company. This corporation was registered on 2007-07-27 and was issued with the 126751335 ACN. Its Australian Business Number is 78126751335. Since 2019-11-29, the company is headquartered in VIC, post code 3101. The previous headquarters were located in VIC 3102 (from 2014-09-23 to 2019-11-29), VIC 3102 (from 2011-06-08 to 2014-09-23), and VIC 3079 (from 2010-01-06 to 2011-06-08). Oak Financial Planning Pty Ltd was registered for the GST on 2008-02-01. Oak Financial Planning Pty Ltd has been using the Oak Financial Partners trading name since 2011-09-02 (it needs to be noted that the Australian Business Register no longer collects or updates trading names). In total the company used 2 trading names. The company has also used 2 business names, namely Oak Financial Planning from 2015-10-19, Oak Financial Partners from 2010-10-29. The above data comes from the ABN database which was updated on 2020-03-12.

Details for ABN 78126751335

Type: Australian Private Company

ABN Status

Status From To
Active January 23, 2008 current

Main Name

Name From To
Oak Financial Planning Pty Ltd January 24, 2017 current
Valkyrie Private Wealth Management Pty. Ltd. January 23, 2008 January 24, 2017

Business Names

Name From To
Oak Financial Planning October 19, 2015 current
Oak Financial Partners October 29, 2010 March 12, 2020

Trading Names

Name From To
Oak Financial Partners September 2, 2011 current
Oak Financial Partners October 29, 2010 September 2, 2011

Main Location

Location From To
VIC 3101 November 29, 2019 current
VIC 3102 September 23, 2014 November 29, 2019
VIC 3102 June 8, 2011 September 23, 2014
VIC 3079 January 6, 2010 June 8, 2011
VIC 3161 August 26, 2009 January 6, 2010
VIC 3000 January 23, 2008 August 26, 2009

Goods & Services Tax (GST)

Status From To
Registered February 1, 2008 current

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Financial Services Authorised Representative data

Licence number: 000232706

Register Name AFS Representative
AFS Representative Number 000322283
Appointment status Current
AFS authorised representative start date February 15, 2008
AFS Representative's principal business address Kew East
VIC 3102
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
AFS representative business name OAK FINANCIAL PARTNERS
last updated : May 29, 2016

Credit Representative

Licence number: 232706

Register Name Credit Representative
Credit Representative number 374627
Start date December 22, 2010
Principal business address Kew East
VIC 3102
Member of Financial Ombudsman Service
Credit representative will be assigned licence authorisations by the licensee Different to Registrant

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VIC 3101 Location

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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.