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FINANCIAL PLANNER SCHOLARSHIPS CREATING GREAT FINANCIAL PLANNERS, FPSCHOLARSHIPS.COM.AU*

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Details	Status	Class/Description
FINANCIAL PLANNER SCHOLARSHIPS CREATING GREAT FINANCIAL PLANNERS, FPSCHOLARSHIPS.COM.AU Management Solutions Australia Pty Ltd 1308158 7 Jul 2009	Removed - Not renewed: Renewal fee not paid	Financial planning; provision and funding of scholarships Class 036 Class 036 Insurance & Financial Services Financial planning; provision and funding of scholarships
CERTIFIED FINANCIAL PLANNER Financial Planning Standards Board Ltd 1289852 16 Mar 2009	Registered: Registered/protected	Financial planning services Class 036 Class 036 Insurance & Financial Services Financial planning services
They're MY Financial Planners Who Dares Wins Enterprises Pty Ltd 2136394 17 Nov 2020	Registered: Registered/protected	financial planning; personal financial planning advisory services; fin... Class 036 Class 036 Insurance & Financial Services financial planning; personal financial planning advisory services; financial management of finances; personal financial planning services; taxation financial planning services; financial management of financial assets; tax financial planning; financial advisory services for companies; financial analysis; provision of tax advice (financial); financial advice relating to taxation; investment management of funds; financial advisory services relating to taxation; advisory services relating to investment finance; financial research; monitoring of financial portfolios; financial strategy consultancy services; financial advisory services relating to tax; financial management advisory services; financial management of pensions schemes; financial investment fund services; acquisition for financial investment; financial investment research services; advisory services relating to (financial) risk management; financial investment advisory services; risk management consultancy (financial); tax advice (financial); financial assessments; financial economic advisory services; financial assistance; financial risk management; estate planning services (arranging financial affairs); risk management (financial); financial management of pension funds; financial advice; financial management consultancy relating to insurance; financial investment; financial advisory services relating to retirement plans; financial management of investments; advisory services relating to financial planning; investment planning
G GREENASSOCIATES FINANCIAL PLANNERS KAYLENE PTY LTD 1624448 23 May 2014	Registered: Registered/protected	Advisory services relating to financial planning; Financial planning; ... Class 036 Class 036 Insurance & Financial Services Advisory services relating to financial planning; Financial planning; Independent financial planning advice; Personal financial planning advisory services; Personal financial planning services; Administration of fund investment; Administration of investment funds; Administration of investments; Administrative services relating to investments; Advice relating to investment for retirement; Advice relating to investments; Advisory services relating to financial investment; Advisory services relating to investment finance; Consultancy services relating to investment; Consultations relating to investment; Financial investment; Financial investment advisory services; Financial investment fund services; Financial investment management services; Financial investment research services; Investment; Investment advice; Investment analysis; Investment asset management; Investment business services; Investment consultancy; Investment consultations; Investment fund management; Investment information; Investment management; Investment management of funds; Investment performance monitoring; Investment planning; Investment portfolio management services; Management of investments; Monitoring of investment funds; Pension fund investment management; Portfolio investment management; Pension and retirement and superannuation plans and funds; Administration of pension funds; Advice relating to pensions; Management of pension funds; Monitoring of pension funds; Pension consultancy; Pension management services; Pension plan services; Pension planning services; Provision of pension information; Advisory services relating to investments; Financing of investments; Financial advisory services; Financial advisory services for individuals; Financial advisory services relating to retirement plans; Providing financial information via a web site; Monitoring of financial portfolios; Financial advice; Administration of financial affairs; Advisory services relating to financial matters; Advisory services relating to insurance; Advisory services relating to insurance claims; Advisory services relating to life insurance; Advisory services relating to money management; Advisory services relating to mortgages; Advisory services relating to mutual funds; Financial advisory services relating to taxation; Financial management advisory services; Insurance advisory services; Pension advisory services; Trustee advisory services
The Profitable Financial Planner Salvia Enterprises Pty Ltd 2315854 17 Nov 2022	Registered: Registered/protected	Business consultancy Class 035 Class 035 Advertising, Business & Retail Services Business consultancy
THE LOCAL FINANCIAL PLANNER THE LOCAL LOAN COMPANY PTY LTD 1888164 17 Nov 2017	Registered: Registered/protected	Financial and monetary affairs; advisory, consultancy, and administrat... Class 036 Class 036 Insurance & Financial Services Financial and monetary affairs; advisory, consultancy, and administration services relating to financial planning, strategy, investment, management and loans for companies and individuals; financial assessment, appraisals, estimates, analysis, research services and banking; finance services, including lease-purchase financing, equity financing, bonding, conducting of financial transactions, electronic money transfer services, actuarial services, acquisition, commodities financing, commodity trading, securities settlement; financial risk and loss management; preparation of financial analysis, balance sheets and reports; brokerage services, including mortgage brokerage, real estate brokerage, investment brokerage, retail brokerage, money brokerage, share brokerage, stock brokerage, municipal bonds, mutual funds, commodities, securities, debt, and financial instruments; real estate affairs; mortgage and savings advice, including but not limited to advice relating to residential properties and enhancement of mortgages; financial lending, leasing and loan services including financing of home loans, estate loans, bridging loans, commercial loans, industrial loans, secured loans, consumer loans, mortgages, investments, property development and real estate developments; mortgage protection and insurance; property valuation and evaluation; investment business and administration services including investment analysis, account services, asset and fund management, trust services, trust management and trusteeship; capital investment advisory services including capital fund investment; financial planning, returns, advice and consultancy relating to tax; estate planning services (arranging financial services) including estate brokerage and estate duty; financial advice relating to retirement and wills; insurance; providing information, advisory and consultancy services in relation to the aforesaid services; provision of all the aforesaid services including by electronic means, on-line, via a website, the Internet or other computer networks, by wireless technology, accessible by mobile phone and other Internet-enabled devices, and/or via a global computer network
ALLSTARFINANCE CREATING FINANCIAL STABILITY 1724176 25 Sept 2015	Registered: Registered/protected	Mortgage broking; Advice on finance for retirement; Advisory services ... Class 036 Class 036 Insurance & Financial Services Mortgage broking; Advice on finance for retirement; Advisory services relating to finance; Advisory services relating to investment finance; Arranging finance for construction projects; Consultancy services relating to finance; Consultancy services relating to personal finance; Corporate finance consultancy; Corporate finance services; Export finance services; Finance leasing; Lease purchase finance; Management of finances; Personal finance services; Project finance; Providing finance for credit sales; Provision of commercial finance; Provision of equipment finance; Provision of finance; Provision of lease-purchase finance facilities; Provision of trade finance; Raising of finance; Research services relating to finance; Trade finance services
ALLSTARWEALTH CREATING FINANCIAL STABILITY 1714432 13 Aug 2015	Registered: Registered/protected	Advice on finance for retirement; Advisory services relating to financ... Class 036 Class 036 Insurance & Financial Services Advice on finance for retirement; Advisory services relating to finance; Advisory services relating to investment finance; Arranging finance for construction projects; Consultancy services relating to finance; Consultancy services relating to personal finance; Corporate finance consultancy; Corporate finance services; Finance leasing; Lease purchase finance; Management of finances; Personal finance services; Project finance; Providing finance for credit sales; Provision of commercial finance; Provision of equipment finance; Provision of finance; Provision of lease-purchase finance facilities
Q QUADRANT FINANCIAL PLANNING YOUR LIFETIME FINANCIAL PLANNERS Neil Evans Financial Services Pty Ltd as trustee of Neil Evans Discretionary Family Trust 1962475 17 Oct 2018	Registered: Registered/protected	Financial advice; none of the aforementioned services being in relatio... Class 036 Class 036 Insurance & Financial Services Financial advice; none of the aforementioned services being in relation to financing services for lease, licence and other rental arrangements in relation to business assets and services
DIVERSIFIED FINANCIAL PLANNERS PTY LTD 1605474 12 Feb 2014	Registered: Registered/protected	Advice relating to superannuation; Advice relating to transition to re... Class 036 Class 036 Insurance & Financial Services Advice relating to superannuation; Advice relating to transition to retirement namely financial advice; Advice relating to Total and Permanent Disability insurance; Advice relating to Income Protection insurance; Advice relating to Trauma insurance; Advice relating to debt management; Advice relating to salary packaging; Advice relating to establishing and running a Self Managed Superannuation Fund; Strategic financial planning advice relating to Self Managed Superannuation Funds; Advice on finance for retirement; Advisory services relating to finance; Advisory services relating to investment finance; Management of finances; Research services relating to finance; Advisory services relating to financial planning; Financial planning; Personal financial planning advisory services; Personal financial planning services; Advice relating to insurance; Advisory services relating to insurance; Advisory services relating to life insurance; Insurance arranging services; Estate planning services (arranging financial affairs); Debt management services; Personal insurance services; Advice relating to investment for retirement; Advice relating to pensions; Financial advice; Insurance advice; Investment advice; Advisory services relating to (financial) risk management; Advisory services relating to financial investment; Advisory services relating to financial matters; Advisory services relating to investments; Advisory services relating to money management; Financial advisory services; Financial advisory services for individuals; Financial advisory services relating to retirement plans; Pension advisory serv ices

Removed - Not renewed: Renewal fee not paid

FINANCIAL PLANNER SCHOLARSHIPS CREATING GREAT FINANCIAL PLANNERS, FPSCHOLARSHIPS.COM.AU

Management Solutions Australia Pty Ltd

1308158 · 7 Jul 2009

036

Financial planning; provision and funding of scholarships

Registered: Registered/protected

CERTIFIED FINANCIAL PLANNER

Financial Planning Standards Board Ltd

1289852 · 16 Mar 2009

036

Financial planning services

Registered: Registered/protected

They're MY Financial Planners

Who Dares Wins Enterprises Pty Ltd

2136394 · 17 Nov 2020

036

financial planning; personal financial planning advisory services; fin...

Registered: Registered/protected

G GREENASSOCIATES FINANCIAL PLANNERS

KAYLENE PTY LTD

1624448 · 23 May 2014

036

Class 036

Insurance & Financial Services

Advisory services relating to financial planning; Financial planning; Independent financial planning advice; Personal financial planning advisory services; Personal financial planning services; Administration of fund investment; Administration of investment funds; Administration of investments; Administrative services relating to investments; Advice relating to investment for retirement; Advice relating to investments; Advisory services relating to financial investment; Advisory services relating to investment finance; Consultancy services relating to investment; Consultations relating to investment; Financial investment; Financial investment advisory services; Financial investment fund services; Financial investment management services; Financial investment research services; Investment; Investment advice; Investment analysis; Investment asset management; Investment business services; Investment consultancy; Investment consultations; Investment fund management; Investment information; Investment management; Investment management of funds; Investment performance monitoring; Investment planning; Investment portfolio management services; Management of investments; Monitoring of investment funds; Pension fund investment management; Portfolio investment management; Pension and retirement and superannuation plans and funds; Administration of pension funds; Advice relating to pensions; Management of pension funds; Monitoring of pension funds; Pension consultancy; Pension management services; Pension plan services; Pension planning services; Provision of pension information; Advisory services relating to investments; Financing of investments; Financial advisory services; Financial advisory services for individuals; Financial advisory services relating to retirement plans; Providing financial information via a web site; Monitoring of financial portfolios; Financial advice; Administration of financial affairs; Advisory services relating to financial matters; Advisory services relating to insurance; Advisory services relating to insurance claims; Advisory services relating to life insurance; Advisory services relating to money management; Advisory services relating to mortgages; Advisory services relating to mutual funds; Financial advisory services relating to taxation; Financial management advisory services; Insurance advisory services; Pension advisory services; Trustee advisory services

Advisory services relating to financial planning; Financial planning; ...

Registered: Registered/protected

The Profitable Financial Planner

Salvia Enterprises Pty Ltd

2315854 · 17 Nov 2022

035

Business consultancy

Registered: Registered/protected

THE LOCAL FINANCIAL PLANNER

THE LOCAL LOAN COMPANY PTY LTD

1888164 · 17 Nov 2017

036

Class 036

Insurance & Financial Services

Financial and monetary affairs; advisory, consultancy, and administration services relating to financial planning, strategy, investment, management and loans for companies and individuals; financial assessment, appraisals, estimates, analysis, research services and banking; finance services, including lease-purchase financing, equity financing, bonding, conducting of financial transactions, electronic money transfer services, actuarial services, acquisition, commodities financing, commodity trading, securities settlement; financial risk and loss management; preparation of financial analysis, balance sheets and reports; brokerage services, including mortgage brokerage, real estate brokerage, investment brokerage, retail brokerage, money brokerage, share brokerage, stock brokerage, municipal bonds, mutual funds, commodities, securities, debt, and financial instruments; real estate affairs; mortgage and savings advice, including but not limited to advice relating to residential properties and enhancement of mortgages; financial lending, leasing and loan services including financing of home loans, estate loans, bridging loans, commercial loans, industrial loans, secured loans, consumer loans, mortgages, investments, property development and real estate developments; mortgage protection and insurance; property valuation and evaluation; investment business and administration services including investment analysis, account services, asset and fund management, trust services, trust management and trusteeship; capital investment advisory services including capital fund investment; financial planning, returns, advice and consultancy relating to tax; estate planning services (arranging financial services) including estate brokerage and estate duty; financial advice relating to retirement and wills; insurance; providing information, advisory and consultancy services in relation to the aforesaid services; provision of all the aforesaid services including by electronic means, on-line, via a website, the Internet or other computer networks, by wireless technology, accessible by mobile phone and other Internet-enabled devices, and/or via a global computer network

Financial and monetary affairs; advisory, consultancy, and administrat...

Registered: Registered/protected

ALLSTARFINANCE CREATING FINANCIAL STABILITY

1724176 · 25 Sept 2015

036

Mortgage broking; Advice on finance for retirement; Advisory services ...

Registered: Registered/protected

ALLSTARWEALTH CREATING FINANCIAL STABILITY

1714432 · 13 Aug 2015

036

Advice on finance for retirement; Advisory services relating to financ...

Registered: Registered/protected

Q QUADRANT FINANCIAL PLANNING YOUR LIFETIME FINANCIAL PLANNERS

Neil Evans Financial Services Pty Ltd as trustee of Neil Evans Discretionary Family Trust

1962475 · 17 Oct 2018

036

Financial advice; none of the aforementioned services being in relatio...

Registered: Registered/protected

DIVERSIFIED FINANCIAL PLANNERS PTY LTD

1605474 · 12 Feb 2014

036

Advice relating to superannuation; Advice relating to transition to re...

Owners

Australian grand prix corporation (37)

Brisbane exposition and south bank redevelopment authority (37)

Kmart australia limited (33)

Commonwealth bank of australia (22)

Think big franchising pty ltd (15)

Fairfax media publications pty limited (13)

The financial times ltd (13)

Great southern ltd (12)

Great wall motor company limited (12)

Kern corp. ltd. (12)

Coles group limited (11)

Moira limited (11)

Wal-mart stores, inc. (11)

National australia bank limited (10)

The teaching company, llc (10)

Cobram estate pty ltd (9)

Coles supermarkets australia pty ltd (9)

Patties foods pty limited (9)

Queensland breweries pty ltd (9)

Westpac banking corporation (9)

Andromeda metals limited (8)

Bowery capital pty ltd (8)

Great barrier reef marine park authority (8)

Great southern rail pty ltd (8)

La trobe financial services pty ltd (8)

Petersville industries limited (8)

Queensland breweries pty limited (8)

Dreamworld productions pty ltd. (7)

Essential energy (7)

Far north queensland promotion bureau limited (7)

Financial advice association of australia limited (7)

Great barrier reef marine park authority (7)

Hamilton island enterprises limited (7)

Liberty financial pty ltd (7)

National tax & accountants' association ltd (7)

Seven network (operations) limited (7)

Study planner enrolment solutions pty ltd (7)

The australian steel company (operations) pty ltd (7)

The great south east pty ltd (7)

Ansett transport industries (operations) pty ltd (6)

Bicycle network incorporated (6)

Dennis family intellectual property pty ltd (6)

Link recruitment pty ltd (6)

Royal society for the prevention of cruelty to animals (victoria) (6)

State super financial services australia limited (6)

The coffee club pty ltd (6)

Ahl investments pty ltd (5)

Aristocrat technologies, inc. (5)

Adriana s. james as trustee for t & a james 2019 spendthrift trust dated june 18, 2019 (5)

Apt wealth partners pty ltd (5)

Australia and new zealand banking group limited (5)

Australian safeway stores pty ltd. (5)

Australian tourist commission (5)

B seppelt & sons limited (5)

Bega cheese limited (5)

Bloomberg finance nine l.P. (5)

Capstone financial planning pty ltd (5)

Cpa australia limited (5)

Chifley financial services limited (5)

Commonwealth of australia as represented by the department of social services (5)

Cottonera pty ltd (5)

Crossgate pty ltd (5)

Fisher-price, inc. (5)

Futureplus financial services pty limited (5)

Golf's great walks limited (5)

Great ocean road gin pty ltd (5)

Great southern energy (5)

Icontent pty ltd (5)

Lending association pty ltd (5)

Masmak investments pty ltd as trustee for the empire careers discretionary trust no.1 (5)

Pro fitout qld pty ltd (5)

Police & nurses limited (5)

Provident financial plc, (5)

Ray's outdoors pty ltd (5)

Saputo dairy australia pty ltd (5)

Spanline weatherstrong building systems pty ltd (5)

The coffee club pty ltd (5)

The uniting church (nsw) trust association limited (5)

360 financial services pty ltd (4)

Advanced new technologies co., ltd. (4)

Amaze incorporated (4)

Australian financial solutions pty ltd (4)

Australian society of certified practising accountants (4)

Bluescope steel limited (4)

Bond corp. holdings ltd (4)

Brashs pty limited (4)

Cm holdings pty ltd (4)

Cadbury schweppes pty ltd (4)

Caribou publications pty ltd. (4)

China national machinery import & export corp. hebei branch (4)

Citizens of the great barrier reef foundation (4)

Country racing victoria limited (4)

Derby industries pty ltd (4)

E i du pont de nemours and company (4)

Energy industries superannuation scheme pty limited (4)

Euroa shearing co. pty ltd (4)

Family life limited (4)

Financial planning association of australia limited (4)

Financial profiles, inc. (4)

Financial recruitment group pty ltd (4)

Five pillars financial planning pty ltd (4)

Ford motor company a delaware corporation (4)

Genworth holdings, inc. (4)

Goodman fielder mills limited (4)

Great american products, inc. (4)

Great circle marine pty ltd (4)

Great earth international, inc (4)

Great ocean wetsuits pty ltd (4)

Great southern flour mills pty ltd (4)

Helene curtis industries, inc. (4)

Helia group limited (4)

Highview accounting & financial pty ltd (4)

Hillross financial services limited (4)

Imp aust pty ltd (4)

Impeach pty ltd (4)

Insignia financial ltd (4)

International business machines corporation (4)

Jbs australia pty limited (4)

Jlm productions pty ltd (4)

Jmbp, inc. (4)

Jim henson productions, inc. (4)

La trobe financial services pty limited (4)

Lance sydney lotter (4)

Link financial services pty ltd (4)

Mafg operations pty ltd (4)

Me & my big ideas, llc (4)

Mlc wealth holdings limited (4)

Mcwilliam group pty ltd (4)

Next financial limited (4)

Orlando wyndham group pty ltd (4)

Pmm group pty ltd (4)

Protected plant promotions australia pty. ltd. (4)

Patties foods ltd (4)

Police & nurses credit society limited (4)

Professional provident society insurance company limited (4)

Reef management pty ltd (4)

Seafood industry australia limited (4)

Smartplanner asset management pty ltd (4)

Scholastic inc (4)

Scholastic inc. (4)

Skydive holdings pty ltd (4)

Skylight financial solutions pty ltd (4)

Terragen holdings limited (4)

The great moscow circus australia new zealand pty ltd (4)

The uncle tobys company limited (4)

Thorn group limited (4)

Turboseal ip pty ltd (4)

Vow financial group pty ltd (4)

Woolworths limited (4)

Yeldarb properties llc (4)

A manetta pty ltd (3)

Abg-shark, llc (3)

Abn group pty ltd (3)

Acaci pty ltd (3)

Arnotts milk pty ltd (3)

All financial solutions pty ltd (3)

American international group, inc. (3)

Assaad nominees pty ltd (3)

Austin health (3)

Australia council (3)

Australian leisure and hospitality group limited (3)

Australian pie council pty limited (3)

Australian soil planners pty ltd (3)

Betta pty ltd (3)

Brand collective pty ltd (3)

Broadview pinkett pty ltd (3)

Cpa australia (3)

Clearlight investments pty ltd (3)

Commonwealth of australia as represented by the great barrier reef marine park authority (3)

Company doctor pty limited (3)

Consultum financial advisers pty ltd (3)

Count financial limited (3)

Crockford investments pty ltd as trustee for crockford family trust (3)

Ddp specialty electronic materials us, llc a delaware limited liability company (3)

Delaware north lizard island pty ltd (3)

Designer wealth solutions pty ltd (3)

Dutton capital solutions pty ltd (3)

Enableme (ip) limited (3)

Enstil pty ltd (3)

Executive challenge co pty ltd (3)

Ergo personal financial services limited (3)

Fss trustee corporation (3)

Financial planning standards board ltd (3)

Five springs international pty ltd (3)

Foresters financial limited (3)

Gki resort pty ltd (3)

Gpt management holdings limited (3)

Gainleaf pty ltd (3)

General motors acceptance corporation australia (3)

Great american insurance company ohio corporation (3)

Great plains software inc a minnesota corporation (3)

Great rail journeys limited (3)

Great world ventures pte ltd (3)

Hallas trading co pty ltd (3)

Health direction pty ltd (3)

Henderson matusch pty ltd (3)

Homeloan refunds pty ltd (3)

Isan pty ltd (3)

International masters publishers b.V. (3)

J.R. simplot company (3)

Jade financial group pty ltd (3)

Jd nairn pty ltd (3)

Joseph parsons nominees pty ltd (3)

Latitude financial ip pty ltd (3)

Lend lease communities (australia) limited (3)

Lombard the paper people pty ltd (3)

Love productions limited (3)

Melrose productions entertainment pty ltd (3)

Metcash trading limited (3)

Navwealth financial group pty ltd (3)

National wealth management holdings limited (3)

Newstan pty ltd (3)

Opportunity international australia limited (3)

Oamps australia limited (3)

Pizza hut inc a delaware company (3)

Princ.Ipal financial services, inc. (3)

Qantas staff credit union limited (3)

R financial educators pty ltd (3)

Ri advice group pty limited (3)

Reef management pty ltd c/- daikyo australia pty ltd (3)

Rise up australia ltd (3)

Robert half international inc. a delaware company (3)

Roof life pty ltd (3)

Rothbury wines pty ltd (3)

Roy morgan research limited (3)

Royal agricultural society of nsw (3)

S. zeneldin holdings pty ltd (3)

Sas trustee corporation in its capacity as trustee for the stc fund (3)

So nominees pty limited as trustee for soul origin ip unit trust (3)

Sapience corporation pty ltd (3)

Shadforth financial group limited (3)

Signcraft pty ltd (3)

Southcorp brands pty limited (3)

T & a james 2019 spendthrift trust dated june 18, 2019 (3)

The feel great company pty ltd (3)

The eagle pty ltd (3)

The franklin institute, inc. (3)

The great american hot dog company limited (3)

The great incorporated (3)

The state of south australia (3)

The village retirement group pty ltd (3)

Tidbinbilla pty ltd (3)

Trade winds holdings pty ltd as trustee for the mills family trust no. 2 (3)

United parcel service of america, inc. a delaware corporation (3)

Vanguard accountants pty ltd (3)

Voyages lodges pty ltd (3)

Wealth today pty ltd (3)

"Tru blu" australia's financial supermarket pty ltd (2)

10 out of 10 pty ltd (2)

1st street pty ltd (2)

2381895 ontario inc. (2)

A & w restaurants, inc (2)

A c nielsen company (2)

A.J. & l enterprises (2)