| 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 | |
| ZETEO WEALTH PARTNERS ZETEO WEALTH PARTNERS PTY LTD 2463899 4 Jul 2024 | Registered: Registered/protected | investment management; fund investment; private equity financing; inve... Class 036 Class 036 Insurance & Financial Services investment management; fund investment; private equity financing; investment portfolio management; investment information; providing investment information; investment brokerage; investment trust management; management of investment portfolios; private equity fund investment services; fund management for private clients; investment consultation; financing; investment advisory services; investment consultancy; management of capital investment funds; investment brokerage services; property investment; investment consultancy, brokerage and management services; business finance brokerage; providing on-line investment account information; wealth management; management of wealth; wealth management services; providing investors with financial information; management of financial investments; financial services relating to wealth management; financial management of investments; financial investment; brokerage of financial investments; financial portfolio management; financial management of stocks; financial investment management services; advisory services relating to financial investments; financial guaranty services for high-net-worth individuals and private investors; financial guarantee services for ultra-high-net-worth individuals and private investors; advisory services relating to the management of financial investments; advisory services relating to financial matters; advisory services relating to financial planning; advisory services relating to financial planning and investment; advisory services relating to financial risk management; financial affairs; financial consultancy and advisory services; strategic financial advisory services; advice relating to investments; providing information and advice in the field of financial investments; financial advice; financial advice services; financial consulting and advice; financial advice relating to pension planning; providing personal financial information and financial advice via a website; management of investment assets; asset and portfolio management services; financial asset management; advisory services relating to financial asset management; financial affairs, monetary affairs and real estate affairs; insurance, financial affairs, monetary affairs and real estate affairs | |
| PARTNERS WEALTH GROUP PARTNERS WEALTH GROUP PTY LTD 1694498 18 May 2015 | | Acquisition for financial investment; administration of financial affa... Class 036 Class 036 Insurance & Financial Services Acquisition for financial investment; administration of financial affairs; administration of fund investment; administration of investment funds; administration of investments; administration of trusts; administrative services relating to investments; advice on finance for retirement; advice regarding credit; advice regarding lending services; advice relating to insurance; advice relating to investment for retirement; advice relating to investments; advice relating to mortgages for residential properties; advice relating to pensions; advisory services relating to (financial) risk management; advisory services relating to credit; advisory services relating to finance; advisory services relating to financial investment; advisory services relating to financial matters; advisory services relating to financial planning; advisory services relating to financing; advisory services relating to futures; advisory services relating to insurance; advisory services relating to investment finance; advisory services relating to investments; advisory services relating to life insurance; advisory services relating to loan services; advisory services relating to money management; advisory services relating to mortgages; advisory services relating to mutual funds; arranging finance for construction projects; arranging of insurance; brokerage; brokerage advisory services relating to insurance; brokerage of bonds; brokerage of futures; brokerage of futures contracts; brokerage of insurance; brokerage of securities; brokerage of shares; brokerage of stocks; brokerage services for securities; brokerage services relating to debt instruments; brokerage services relating to financial instruments; brokerage services relating to mutual funds; brokerage services relating to the securities markets; budget account services; capital fund investment; capital fund management; capital investment; capital investment advisory services; claims handling services; claims settlement agency services; clearing (financial); collection of financial information; commercial lending; commercial mortgage brokerage; commercial property investment services; computerised financial services; conducting financial feasibility studies; conducting of financial transactions; consultancy services relating to credit; consultancy services relating to finance; consultancy services relating to insurance; consultancy services relating to investment; consultancy services relating to personal finance; consultation services relating to financial matters; consultations (financial); consultations (insurance); consultations relating to credit; consultations relating to investment; consumer credit services; debt advisory services; debt management services; debt restructuring; economic financial research services; estate duty planning; estate management; estate planning services (arranging financial affairs); estimates for financial purposes; estimates for insurance purposes; executor and trustee services; finance leasing; financial advice; financial advice relating to taxation; financial advice relating to wills; financial advisory services; financial advisory services for companies; financial advisory services for individuals; financial advisory services relating to retirement plans; financial advisory services relating to tax; financial advisory services relating to taxation; financial advocacy services; financial analysis; financial appraisals; financial assessments; financial asset management; financial assistance; financial consultancy; financial consultation services; financial credit services; financial economic advisory services; financial economic analysis; financial evaluation {insurance, banking, real estate); financial evaluations; financial fund management; financial information; financial information services; financial intermediary services; financial investment; financial investment advisory services; financial investment fund services; financial investment management services; financial investment research services; financial leasing; financial lending; financial loan services; financial management; financial management advisory services; financial market information services; financial modelling services; financial nominee services; financial planning; financial portfolio management; financial research; financial risk management; financial securities; financial services; financial sponsorship of education, training, entertainment, sporting or cultural activities; financial strategy consultancy services; financial transaction services; financial trust management; financial valuation services; financial valuations; financing of home loans; financing of investments; financing of personal loans; financing of property development; financing of real estate developments; financing services; fiscal assessments; health insurance; hire purchase financing; hire-purchase financing; home contents insurance; household insurance services; income tax financial advice; independent financial planning advice; industrial financing services; information services relating to insurance; insolvency services (financial); instalment loans; insurance; insurance administration; insurance advice; insurance advisory services; insurance agency services; insurance arranging services; insurance brokerage; insurance brokering; insurance broking; insurance claim settlements; insurance consultancy; insurance consultation services; insurance for businesses; insurance for legal expenses; insurance for offices; insurance for property owners; insurance for third party liability; insurance management services; insurance premium financing services; insurance research; insurance risk management; insurance services; international fund investment; investing of funds; investment; investment account services; investment advice; investment analysis; investment appraisal services; investment asset management; investment brokerage; investment business services; investment consultancy; investment consultations; investment custody; investment fund management; investment information; investment management; investment management of funds; investment of funds; investment performance monitoring; investment planning; investment portfolio management services; investment research; lease purchase finance; lease-purchase financing; legal expenses insurance; lending against securities; life assurance brokerage; life assurance consultancy; loan services; loan services for property investment; management of finances; management of financial assets; management of funds; management of investments; management of pension funds; management of property; management of real estate; management of securities; management of shares; management of stocks; management pensions schemes; monitoring of financial portfolios; monitoring of investment funds; monitoring of pension funds; mortgage advice; mortgage and savings services; mortgage brokerage services; mortgage brokering; mortgage broking; mortgage financing services; mortgage loan services; mortgage services; nominee services; pension advisory services; pension and retirement and superannuation plans and funds; pension consultancy; pension fund administration; pension fund financial management; pension .fund investment management; pension fund management; pension fund services; pension management services; pension plan services; pension planning services; pension scheme services; pension services; personal finance services; personal financial planning advisory services; personal financial planning services; personal insurance services; personal loan services; placement of funds; portfolio counselling services; portfolio investment management; portfolio management; preparation and analysis of financial reports; preparation and quotation of exchange rate information; preparation of financial analyses; preparation of financial balance sheets; preparation of financial reports; processing of insurance claims; providing financial information via a web site; providing information, including online, about insurance, financial and monetary affairs and real estate affairs; provision of financial information; provision of financial information via an on line calculator; provision of information relating to financial services; provision of information relating to mortgages; provision of information relating to stock broking; provision of insurance information; provision of insurance premium quotations; provision of investment capital; provision of investment information; provision of investment savings plans; provision of investment services; provision of lease-purchase finance facilities; provision of life assurance services; provision of online financial calculators; provision of online mortgage repayment calculators; provision of pension information; provision of tax advice (financial); real estate services relating to property development; real estate services relating to real estate development; research services relating to investment; residential investment advice; risk management (financial); risk management consultancy (financial); school fee planning services; school fees investment services; securing of funds; securities advisory services; securities analysis; securities brokerage; securities broking; securities investment services; securities management; securities trading services; services for the consolidation of monies; share management; share planning services; share portfolio management; share services; stock investment management; tax advice (financial); tax consultancy (financial); tax consultations (financial); tax financial planning; tax returns financial consultancy; tax services (financial); taxation financial consultancy services; taxation financial planning services; trading in bonds; trading in contracts on stocks; trading in equities; trading in futures; trading in options; trading in securities; trading in stocks; trading of shares; trust advice; trust investment services; trust management; trust services; trustee advisory services; trustee services; trusteeship; valuation of portfolios of securities | |
| Partners Wealth Group PARTNERS WEALTH GROUP PTY LTD 1694192 15 May 2015 | Registered: Registered/protected | Acquisition for financial investment; administration of financial affa... Class 036 Class 036 Insurance & Financial Services Acquisition for financial investment; administration of financial affairs; administration of fund investment; administration of investment funds; administration of investments; administration of trusts; administrative services relating to investments; advice on finance for retirement; advice regarding credit; advice regarding lending services; advice relating to insurance; advice relating to investment for retirement; advice relating to investments; advice relating to mortgages for residential properties; advice relating to pensions; advisory services relating to (financial) risk management; advisory services relating to credit; advisory services relating to finance; advisory services relating to financial investment; advisory services relating to financial matters; advisory services relating to financial planning; advisory services relating to financing; advisory services relating to futures; advisory services relating to insurance; advisory services relating to investment finance; advisory services relating to investments; advisory services relating to life insurance; advisory services relating to loan services; advisory services relating to money management; advisory services relating to mortgages; advisory services relating to mutual funds; arranging finance for construction projects; arranging of insurance; brokerage; brokerage advisory services relating to insurance; brokerage of bonds; brokerage of futures; brokerage of futures contracts; brokerage of insurance; brokerage of securities; brokerage of shares; brokerage of stocks; brokerage services for securities; brokerage services relating to debt instruments; brokerage services relating to financial instruments; brokerage services relating to mutual funds; brokerage services relating to the securities markets; budget account services; capital fund investment; capital fund management; capital investment; capital investment advisory services; claims handling services; claims settlement agency services; clearing (financial); collection of financial information; commercial lending; commercial mortgage brokerage; commercial property investment services; computerised financial services; conducting financial feasibility studies; conducting of financial transactions; consultancy services relating to credit; consultancy services relating to finance; consultancy services relating to insurance; consultancy services relating to investment; consultancy services relating to personal finance; consultation services relating to financial matters; consultations (financial); consultations (insurance); consultations relating to credit; consultations relating to investment; consumer credit services; debt advisory services; debt management services; debt restructuring; economic financial research services; estate duty planning; estate management; estate planning services (arranging financial affairs); estimates for financial purposes; estimates for insurance purposes; executor and trustee services; finance leasing; financial advice; financial advice relating to taxation; financial advice relating to wills; financial advisory services; financial advisory services for companies; financial advisory services for individuals; financial advisory services relating to retirement plans; financial advisory services relating to tax; financial advisory services relating to taxation; financial advocacy services; financial analysis; financial appraisals; financial assessments; financial asset management; financial assistance; financial consultancy; financial consultation services; financial credit services; financial economic advisory services; financial economic analysis; financial evaluation (insurance, banking, real estate); financial evaluations; financial fund management; financial information; financial information services; financial intermediary services; financial investment; financial investment advisory services; financial investment fund services; financial investment management services; financial investment research services; financial leasing; financial lending; financial loan services; financial management; financial management advisory services; financial market information services; financial modelling services; financial nominee services; financial planning; financial portfolio management; financial research; financial risk management; financial securities; financial services; financial sponsorship of education, training, entertainment, sporting or cultural; activities; financial strategy consultancy services; financial transaction services; financial trust management; financial valuation services; financial valuations; financing of home loans; financing of investments; financing of personal loans; financing of property development; financing of real estate developments; financing services; fiscal assessments; health insurance; hire purchase financing; hire-purchase financing; home contents insurance; household insurance services; income tax financial advice; independent financial planning advice; industrial financing services; information services relating to insurance; insolvency services (financial); instalment loans; insurance; insurance administration; insurance advice; insurance advisory services; insurance agency services; insurance arranging services; insurance brokerage; insurance brokering; insurance broking; insurance claim settlements; insurance consultancy; insurance consultation services; insurance for businesses; insurance for legal expenses; insurance for offices; insurance for property owners; insurance for third party liability; insurance management services; insurance premium financing services; insurance research; insurance risk management; insurance services; international fund investment; investing of funds; investment; investment account services; investment advice; investment analysis; investment appraisal services; investment asset management; investment brokerage; investment business services; investment consultancy; investment consultations; investment custody; investment fund management; investment information; investment management; investment management of funds; investment of funds; investment performance monitoring; investment planning; investment portfolio management services; investment research; lease purchase finance; lease-purchase financing; legal expenses insurance; lending against securities; life assurance brokerage; life assurance consultancy; loan services; loan services for property investment; management of finances; management of financial assets; management of funds; management of investments; management of pension funds; management of property; management of real estate; management of securities; management of shares; management of stocks; management pensions schemes; monitoring of financial portfolios; monitoring of investment funds; monitoring of pension funds; mortgage advice; mortgage and savings services; mortgage brokerage services; mortgage brokering; mortgage broking; mortgage financing services; mortgage loan services; mortgage services; nominee services; pension advisory services; pension and retirement and superannuation plans and funds; pension consultancy; pension fund administration; pension fund financial management; pension fund investment management; pension fund management; pension fund services; pension management services; pension plan services; pension planning services; pension scheme services; pension services; personal finance services; personal financial planning advisory services; personal financial planning services; personal insurance services; personal loan services; placement of funds; portfolio counselling services; portfolio investment management; portfolio management; preparation and analysis of financial reports; preparation and quotation of exchange rate information; preparation of financial analyses; preparation of financial balance sheets; preparation of financial reports; processing of insurance claims; providing financial information via a web site; providing information, including online, about insurance, financial and monetary; affairs and real estate affairs; provision of financial information; provision of financial information via an online calculator; provision of information relating to financial services; provision of information relating to mortgages; provision of information relating to stock broking; provision of insurance information; provision of insurance premium quotations; provision of investment capital; provision of investment information; provision of investment savings plans; provision of investment services; provision of lease-purchase finance facilities; provision of life assurance services; provision of online financial calculators; provision of online mortgage repayment calculators; provision of pension information; provision of tax advice (financial); real estate services relating to property development; real estate services relating to real estate development; research services relating to investment; residential investment advice; risk management (financial); risk management consultancy (financial); school fee planning services; school fees investment services; securing of funds; securities advisory services; securities analysis; securities brokerage; securities broking; securities investment services; securities management; securities trading services; services for the consolidation of monies; share management; share planning services; share portfolio management; share services; stock investment management; tax advice (financial); tax consultancy (financial); tax consultations (financial); tax financial planning; tax returns financial consultancy; tax services (financial); taxation financial consultancy services; taxation financial planning services; trading in bonds; trading in contracts on stocks; trading in equities; trading in futures; trading in options; trading in securities; trading in stocks; trading of shares; trust advice; trust investment services; trust management; trust services; trustee advisory services; trustee services; trusteeship; valuation of portfolios of securities | |
| Apt Wealth Partners Apt Wealth Partners Pty Ltd 1555038 2 May 2013 | Registered: Registered/protected | Financial newsletters; Financial planning guides; Newsletters relating... Class 016 Class 016 Paper Goods and Printed Material Financial newsletters; Financial planning guides; Newsletters relating to financial matters; Periodical publications relating to consumer financial services; Printed matter relating to financial services; Printed publications relating to financial services Class 036 Class 036 Insurance & Financial Services Acquisition for financial investment; Advisory services relating to (financial) risk management; Advisory services relating to financial investment; Advisory services relating to financial planning; Conducting of financial transactions; Consultation services relating to financial matters; Estate planning services (arranging financial affairs); Financial advice; Financial advice relating to taxation; Financial advice relating to wills; Financial advisory services; Financial advisory services for individuals; Financial advisory services relating to retirement plans; Financial advisory services relating to tax; Financial advisory services relating to taxation; Financial intermediary services; Financial investment advisory services; Financial investment management services; Financial investment research services; Financial management advisory services; Financial planning; Income tax financial advice; Independent financial planning advice; Monitoring of financial portfolios; Personal financial planning advisory services; Personal financial planning services; Preparation of financial analyses; Providing information, including online, about insurance, financial and monetary affairs and real estate affairs; Tax financial planning; Taxation financial planning services; Advisory services relating to life insurance; Pension and retirement and superannuation plans and funds | |
| PRESTIGE WEALTH PARTNERS 1309110 10 Jul 2009 | Registered: Registered/protected | Administration of insurance plans; advice relating to insurance; advis... Class 036 Class 036 Insurance & Financial Services Administration of insurance plans; advice relating to insurance; advisory services relating to insurance; advisory services relating to insurance claims; advisory services relating to life insurance; appraisals for insurance purposes; arranging of insurance; banking insurance; brokerage advisory services relating to insurance; brokerage of insurance; consultancy services relating to insurance; consultations (insurance); endowment insurance services; estimates for insurance purposes; extended guarantee insurance; financial evaluation (insurance, banking, real estate); guarantee insurance services; home contents insurance; household insurance services; information services relating to insurance; insurance; insurance administration; insurance advice; insurance advisory services; insurance agency services; insurance arranging services; insurance brokerage; insurance brokering; insurance broking; insurance claim assessments; insurance claim settlements; insurance consultancy; insurance consultation services; insurance for businesses; insurance for offices; insurance for property owners; insurance guarantees; insurance information; insurance investigations; insurance loss assessment; insurance management services; insurance premium financing services; insurance relating to property; insurance research; insurance risk management; insurance services; insurance services for the protection of mortgages; insurance services relating to credit; insurance services relating to goods; insurance services relating to pension funds; insurance services relating to real estate; insurance services relating to sport; insurance services relating to travel; insurance underwriting; life insurance; life insurance underwriting; management consultancy relating to insurance; medical insurance; medical, surgical or hospital health insurance; mortgage banking insurance; mortgage insurance; personal insurance services; provision of insurance information; provision of insurance premium quotations; real estate insurance services; advisory services relating to financial planning; financial planning; independent financial planning advice; personal financial planning advisory services; personal financial planning services; tax financial planning; taxation financial planning services; advice relating to investments; advisory services relating to investments; financing of investments; fund investments; management of investments; debt management services; financial advisory services relating to retirement plans; estate planning services (arranging financial affairs); pension and retirement and superannuation plans and funds; advice relating to pensions; management pensions schemes | |
| 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 | |
| ASSENT FINANCIAL SERVICES PTY LTD ASSENT FINANCIAL SERVICES PTY LTD 1844614 12 May 2017 | Registered: Registered/protected | Insurance broking Class 036 Class 036 Insurance & Financial Services Insurance broking | |
| PARTNERSHIP FINANCIAL SERVICES PTY LTD Partnership Financial Services Pty Ltd 1116153 30 May 2006 | Registered: Registered/protected | Insurance; financial affairs; monetary affairs; financial planning; fu... Class 036 Class 036 Insurance & Financial Services Insurance; financial affairs; monetary affairs; financial planning; funds management; advisory, consultancy, management and information services relating to financial planning, superannuation, remuneration, taxation, insurance, succession planning, estate administration and investment | |