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Details	Status	Class/Description
LIGHTBULB WEALTH MANAGEMENT OPTIMUM CAPITAL MANAGEMENT PTY. LTD. 1864533 21 Aug 2017	Registered: Registered/protected	Financial advice; Financial advisory services for individuals; Financi... Class 036 Class 036 Insurance & Financial Services Financial advice; Financial advisory services for individuals; Financial brokerage; Financial investment; Financial lending; Financial management; Financial payment services; Financial planning; Financial services
STRATEGIC WEALTH MANAGEMENT STRATEGIC WEALTH MANAGEMENT PTY LTD 1864525 9 Aug 2017	Registered: Registered/protected	Accounting; Tax preparation; Taxation (accountancy) advice; Preparatio... Class 035 Class 035 Advertising, Business & Retail Services Accounting; Tax preparation; Taxation (accountancy) advice; Preparation of income tax returns; Tax filing services Class 036 Class 036 Insurance & Financial Services Financial advice relating to taxation; Financial advisory services relating to tax; Financial advisory services relating to taxation; Income tax financial advice; Tax advice (financial); Tax consultations (financial); Tax financial planning; Advisory services relating to financial planning; Financial advice; Financial planning
Lightbulb Wealth Management OPTIMUM CAPITAL MANAGEMENT PTY. LTD. 1841524 1 May 2017	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; 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; financial planning; financial portfolio management; financial research; financial risk management; financial services; financial securities; insurance advice; independent financial planning advice; personal financial planning services; mortgage financial services; personal insurance services; portfolio investment management; mortgage advice; mortgage broking; financial advice; financial advice relating to taxation; financial advisory services; financial advisory services for companies; financial advisory services for individuals
POSITIVE WEALTH MANAGEMENT Loan Market Group Asset Finance Pty Ltd as trustee for the Loan Market Group Asset Finance Unit Trust 1824226 7 Feb 2017	Registered: Registered/protected	Administration of financial affairs; Consultation services relating to... Class 036 Class 036 Insurance & Financial Services Administration of financial affairs; Consultation services relating to financial matters; Financial advisory services; Financial advisory services relating to retirement plans; Financial investment advisory services; Financial lending; Financial management; Financial planning; Financial services; Management of financial assets; Providing information, including online, about insurance, financial and monetary affairs and real estate affairs; Loan services; Advisory services relating to mortgages; Mortgage services; Provision of information relating to mortgages; Investment planning; Provision of investment services; Monetary affairs; Insurance services
SY WEALTH MANAGEMENT SY GROUP PTY LTD 1738518 2 Dec 2015	Registered: Renewal due	Financial services Class 036 Class 036 Insurance & Financial Services Financial services
ALPINE WEALTH MANAGEMENT FUTURE KEY FINANCIAL PTY LTD 1730455 26 Oct 2015	Registered: Renewal due	Financial affairs namely financial planning services, including person... Class 036 Class 036 Insurance & Financial Services Financial affairs namely financial planning services, including personal financial planning services and taxation planning services
ENDORPHIN WEALTH MANAGEMENT Wilson Pateras Financial Planning Pty Ltd as trustee for the Wilson Pateras Financial Services Trust 1720401 9 Sept 2015	Registered: Registered/protected	Acquisition for financial investment; Administration of capital invest... Class 036 Class 036 Insurance & Financial Services Acquisition for financial investment; Administration of capital investment 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; Advisory services relating to investments; Capital fund investment; Capital investment; Capital investment advisory services; Capital investment in real estate; Commercial property investment services; Commodities investment advisory services; Commodities investment consultation services; Consultancy services relating to investment; Consultations relating to investment; Credit character investigations and reporting; Financial investigation services; Financial investment; Financial investment advisory services; Financial investment fund services; Financial investment management services; Financial investment research services; Financing of investments; Industrial investment; Insurance investigations; International fund investment; Investing of funds; Investment; Investment account services; Investment advice; Investment analysis; Investment appraisal services; Investment asset management; Investment bank services; Investment banking; 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; Investment trust management; Investment trust services; Investment trusteeship; Loan services for property investment; Management of investments; Monitoring of investment funds; Mortgage investment management; Pension fund investment management; Portfolio investment management; Provision of investment capital; Provision of investment information; Provision of investment savings plans; Provision of investment services; Real estate investment; Real estate investment advice; Real estate investment management; Real estate investment services; Research services relating to investment; Residential investment advice; School fees investment services; Securities investment services; Stock investment management; Trust investment services; Unit trust investment
HAMILTON WEALTH MANAGEMENT Hamilton Wealth Partners Pty Ltd 1559330 30 May 2013	Registered: Registered/protected	Administration of financial affairs; Advisory services relating to (fi... Class 036 Class 036 Insurance & Financial Services Administration of financial affairs; Advisory services relating to (financial) risk management; Advisory services relating to financial investment; Advisory services relating to financial matters; Advisory services relating to financial planning; Consultation services relating to financial matters; Consultations (Financial); Estate planning services (arranging financial affairs); Financial advice; Financial advisory services; Financial advisory services for individuals; Financial advisory services relating to retirement plans; Financial asset management; Financial consultancy; Financial consultation services; Financial information services; Financial management; Financial management advisory services; Financial planning; Financial portfolio management; Financial services; Provision of information relating to financial services; Investment advice; Monetary affairs consultancy
TREYSTA WEALTH MANAGEMENT Treysta Wealth Management Pty Ltd 1443248 17 Aug 2011	Registered: Registered/protected	Advertising; business management; business administration; office func... Class 035 Class 035 Advertising, Business & Retail Services Advertising; business management; business administration; office functions; chartered accountancy business services; provision of information relating to accounts (accountancy); tax advice (accountancy); tax assessment (accountancy) consultancy; tax consultancy (accountancy); tax planning (accountancy); tax return advisory (accountancy) services; tax services (business management and accountancy services); taxation (accountancy) advice Class 036 Class 036 Insurance & Financial Services Financial services; insurance services; asset management services; wealth management and protection services; loan financing; financial planning; superannuation; financial analysis services; financial consulting services; investment services; financial risk management services; tax services (financial); real estate services including acquisition and management for investments and leasing; estate planning services; financial information; agency services for the leasing of real estate property; agency services for the selling on commission of real property; brokerage of virtual fictional property and dwellings; commercial property investment services; domestic property finding services; financing of property development; insurance for property owners; insurance relating to property; insurance services relating to property; leasing of freehold property; leasing of property; loan services for property investment; management of property; property leasing (real estate property only); property portfolio management; property sales services relating to property development; property sales services relating to real estate development; property valuation; provision of information relating to property (real estate); real estate services relating to property development; real property evaluation (financial); real property letting; real property management; rental of property; time-share property management; valuation of property ... Class 045 Personal & Legal & Social Services Legal services; personal and social services rendered by others to meet the needs of individuals; services for the protection of property and individuals
TREYSTA WEALTH MANAGEMENT Treysta Wealth Management Pty Ltd 1443247 17 Aug 2011	Registered: Registered/protected	Advertising; business management; business administration; office func... Class 035 Class 035 Advertising, Business & Retail Services Advertising; business management; business administration; office functions; chartered accountancy business services; provision of information relating to accounts (accountancy); tax advice (accountancy); tax assessment (accountancy) consultancy; tax consultancy (accountancy); tax planning (accountancy); tax return advisory (accountancy) services; tax services (business management and accountancy services); taxation (accountancy) advice Class 036 Class 036 Insurance & Financial Services Financial services; insurance services; asset management services; wealth management and protection services; loan financing; financial planning; superannuation; financial analysis services; financial consulting services; investment services; financial risk management services; tax services (financial); real estate services including acquisition and management for investments and leasing; estate planning services; financial information; agency services for the leasing of real estate property; agency services for the selling on commission of real property; brokerage of virtual fictional property and dwellings; commercial property investment services; domestic property finding services; financing of property development; insurance for property owners; insurance relating to property; insurance services relating to property; leasing of freehold property; leasing of property; loan services for property investment; management of property; property leasing (real estate property only); property portfolio management; property sales services relating to property development; property sales services relating to real estate development; property valuation; provision of information relating to property (real estate); real estate services relating to property development; real property evaluation (financial); real property letting; real property management; rental of property; time-share property management; valuation of property ... Class 045 Personal & Legal & Social Services Legal services; personal and social services rendered by others to meet the needs of individuals; services for the protection of property and individuals

Registered: Registered/protected

LIGHTBULB WEALTH MANAGEMENT

OPTIMUM CAPITAL MANAGEMENT PTY. LTD.

1864533 · 21 Aug 2017

036

Financial advice; Financial advisory services for individuals; Financi...

Registered: Registered/protected

STRATEGIC WEALTH MANAGEMENT

STRATEGIC WEALTH MANAGEMENT PTY LTD

1864525 · 9 Aug 2017

035

036

Accounting; Tax preparation; Taxation (accountancy) advice; Preparatio...

Registered: Registered/protected

Lightbulb Wealth Management

OPTIMUM CAPITAL MANAGEMENT PTY. LTD.

1841524 · 1 May 2017

036

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

Registered: Registered/protected

POSITIVE WEALTH MANAGEMENT

Loan Market Group Asset Finance Pty Ltd as trustee for the Loan Market Group Asset Finance Unit Trust

1824226 · 7 Feb 2017

036

Administration of financial affairs; Consultation services relating to...

Registered: Renewal due

SY WEALTH MANAGEMENT

SY GROUP PTY LTD

1738518 · 2 Dec 2015

036

Financial services

Registered: Renewal due

ALPINE WEALTH MANAGEMENT

FUTURE KEY FINANCIAL PTY LTD

1730455 · 26 Oct 2015

036

Financial affairs namely financial planning services, including person...

Registered: Registered/protected

ENDORPHIN WEALTH MANAGEMENT

Wilson Pateras Financial Planning Pty Ltd as trustee for the Wilson Pateras Financial Services Trust

1720401 · 9 Sept 2015

036

Class 036

Insurance & Financial Services

Acquisition for financial investment; Administration of capital investment 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; Advisory services relating to investments; Capital fund investment; Capital investment; Capital investment advisory services; Capital investment in real estate; Commercial property investment services; Commodities investment advisory services; Commodities investment consultation services; Consultancy services relating to investment; Consultations relating to investment; Credit character investigations and reporting; Financial investigation services; Financial investment; Financial investment advisory services; Financial investment fund services; Financial investment management services; Financial investment research services; Financing of investments; Industrial investment; Insurance investigations; International fund investment; Investing of funds; Investment; Investment account services; Investment advice; Investment analysis; Investment appraisal services; Investment asset management; Investment bank services; Investment banking; 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; Investment trust management; Investment trust services; Investment trusteeship; Loan services for property investment; Management of investments; Monitoring of investment funds; Mortgage investment management; Pension fund investment management; Portfolio investment management; Provision of investment capital; Provision of investment information; Provision of investment savings plans; Provision of investment services; Real estate investment; Real estate investment advice; Real estate investment management; Real estate investment services; Research services relating to investment; Residential investment advice; School fees investment services; Securities investment services; Stock investment management; Trust investment services; Unit trust investment

Acquisition for financial investment; Administration of capital invest...

Registered: Registered/protected

HAMILTON WEALTH MANAGEMENT

Hamilton Wealth Partners Pty Ltd

1559330 · 30 May 2013

036

Administration of financial affairs; Advisory services relating to (fi...

Registered: Registered/protected

TREYSTA WEALTH MANAGEMENT

Treysta Wealth Management Pty Ltd

1443248 · 17 Aug 2011

035

036

...

Advertising; business management; business administration; office func...

Registered: Registered/protected

TREYSTA WEALTH MANAGEMENT

Treysta Wealth Management Pty Ltd

1443247 · 17 Aug 2011

035

036

...

Advertising; business management; business administration; office func...

Owners

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Technology transfer council (24)

Telstra corporation limited (16)

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Cummins engine company pty ltd (11)

Lifeplan australia friendly society limited (11)

Mars australia pty ltd (11)

Moira limited (11)

Australia and new zealand banking group limited (10)

Broadview pinkett pty ltd (10)

Count financial limited (10)

Domino's ip holder llc (10)

Gobrands, inc. (10)

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Cornerstone health pty limited (9)

Petco newco pty ltd (9)

Quality is our recipe, llc (9)

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American express international inc (8)

Australian central credit union ltd (8)

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Environ skin care (proprietary) limited (8)

Fih group pty ltd (8)

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Vision pt ip pty ltd as trustee for the vision pt ip trust (8)

Bt financial group pty limited (7)

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Insignia financial ltd (7)

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Project management institute, inc. (7)

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Coles group limited (6)

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Commonwealth bank of australia (6)

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J.R. simplot company (6)

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The state of western australia (5)

The university of melbourne (5)

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Australian institute of management (4)

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National heavy vehicle regulator (4)

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