| BROOKFIELD WEALTH Brookfield Office Properties Inc. 2508342 21 Nov 2024 | Accepted: In opposition period | Business advisory services and data analytics services, namely, data c... Class 035 Class 035 Advertising, Business & Retail Services Business advisory services and data analytics services, namely, data compiling and analyzing in the fields of insurance, risk management, insurance brokerage, reinsurance, and reinsurance brokerage; business management consultancy and advisory services in the field of risk analysis, risk management, risk transfer, financial services, insurance and reinsurance and assurance services. Class 036 Class 036 Insurance & Financial Services Insurance and reinsurance services; risk management services; financial and monetary business services namely, asset management for insurance companies, cash management, reporting, securities lending, investment consulting, asset liability management, integrated risk management, investment and funds management services, comprehensive risk management services focusing on assets and liabilities including combining insurance and reinsurance services with derivative financial instruments, and real estate services; insurance underwriting; insurance agencies; insurance actuarial services; insurance financial evaluation for insurance purposes; assessing insurance claims and insurance claims processing; providing insurance information and insurance consultancy; indemnity services; actuarial services; annuity underwriting; financial administration of annuity services; financial administration of life income funds and life income retirement funds; financial administration of retirement income funds; retirement investment planning and advisory services. Class 041 Education and Entertainment Services Educational services and training in the field of insurance and reinsurance.
Class 042 Computer & Software Services & Scientific Services Industrial analysis and research services in the field of insurance and reinsurance. | |
| WEALTH STREET Wealth Street Property Pty Ltd 2497244 8 Nov 2024 | Accepted: Awaiting publication | real estate marketing; real estate advertising Class 035 Class 035 Advertising, Business & Retail Services real estate marketing; real estate advertising | |
| WEALTH STREET Wealth Street Property Pty Ltd 2497246 8 Nov 2024 | Accepted: Awaiting publication | real estate management; real estate services; real estate brokerage; f... Class 036 Class 036 Insurance & Financial Services real estate management; real estate services; real estate brokerage; financing; brokerage; real estate investment; real estate affairs; real estate appraisals; real estate consultancy; real-estate affairs; real estate agency services; real estate financing; real estate brokers; investment services; real estate administration; real estate valuations; financial services; banking; real estate brokerage services | |
| Warden Wealth 2477918 2 Sept 2024 | Accepted: In opposition period | financial planning; financial planning consultancy; financial planning... Class 036 Class 036 Insurance & Financial Services financial planning; financial planning consultancy; financial planning and management; financial management and planning; financial planning services; consultancy relating to financial planning; financial planning consultation; consultancy in the field of financial planning; financial consulting; financial planning and investment advisory services; financial planning for retirement; financial planning advisory services; financial trust planning; financial planning services relating to building projects; financial management and consultancy; financial analysis and consultancy; personal financial planning; financial consultancy; personal financial planning services; financial retirement plan consultancy services; financial consulting services; online financial planning services; financial management and research; financial retirement plan consulting services; financial and insurance consultancy; financial consulting and advice; financial management; financial consulting and management services; financial management and consultancy services; financial investment management; financial consultancy services; financial consultancy and information services; personal financial planning advisory services; financial management of investment capital; financial consultation; financial risk management consultation; financial consultancy relating to investments; financial risk management consultancy; financial analysis and consultancy services; financial planning services relating to taxation; financial analysis and consultation; capital investment consultancy; financial engineering; advisory services relating to financial planning; financial loan consultancy; consultancy, research and information in relation to financial affairs; financial services relating to tax planning; financial analysis; financial management of capital investment; financial consultancy services relating to investments; capital management consultancy; financial services relating to taxation planning; financial consulting and advisory services; on-line financial planning services; consultancy, research and information relating to financial affairs; advisory services relating to financial planning and financial investment; financial consultancy relating to real estate investment; financial management of building projects; financial consultancy, namely, preparing budgets and monitoring budgets; financial consultancy and advisory services; financial management, analysis and information services; financial research; financial analyses; financial management of real estate projects; financial management of risk capital; financial risk management consultancy services; mutual fund planning services; financial management consultancy relating to insurance; financial management of capital investment funds; financial management for businesses; financial and insurance consulting services; corporate finance consultancy; financial and insurance consultancy services; financial portfolio management; financial investment services; financial management of preferred provider plans; financial management of investments; financial consultancy in the field of risk management; financial management of real estate; financial consultancy relating to franchising; advisory services relating to financial planning and investment; mortgage planning; planning of finances relating to taxation; financial investment management services; financial forecasting; financial advice relating to tax planning; financial advisory and consultancy services; financial consultancy relating to loans; financial management and research services; financial feasibility studies; investment consultancy; financial management services; financial advisory, management and consultancy services; financial portfolio analysis services; financial investment; conducting financial feasibility studies; capital investment consultancy services; preparation and analysis of financial reports; financial and investment market risk analysis, appraisal and projection; financial management of financial affairs; financial management of building renovation projects; financial consultation services; personal finance consultancy; financial investment analysis and stock research; financial risk analysis; financial management of investment funds; financial management of insurance plans; financial management of development capital; consultancy in the field of capital investment; financial advice relating to pension planning; financial data analysis; financial risk management; financial affairs; management of financial investments; financial management of companies; consultancy relating to capital investment; capital management consultancy services; consultancy in the field of financial risk management; financial advice and consultancy services; financial management of product portfolios; financial control of investment results; preparation of financial reports relating to building projects; preparation of reports relating to finance and investments; financial fund management; financial management and brokerage of futures funds; financial management advisory services; preparation of financial reports; banking consultancy; preparation of financial reports relating to the financing of building projects; financial analysis and information services; financial loan consultation; financial management of risk capital, investment capital and development capital; financial volatility risk management; fund investment consultancy; financial analysis services; financial management services of real estate; financial services; financial consultancy services relating to infrastructure investment; financial rating and solvency reports; financial consultancy relating to taxation; financial consultancy services in the field of risk management; financial analysis services relating to investments; financial management of employee stock plans; financial consultancy relating to infrastructure investment; financial banking; conducting of financial feasibility studies; financial research and information services; real estate investment consultancy; financial management of pension schemes; capital management; financial consultation services relating to infrastructure investment; financial evaluation [insurance, banking, real estate]; financial management and investment services relating to equities; financial investment advisory services; investment banking consulting and advisory services; financial consultancy relating to credit services; investment consultancy, brokerage and management services; financial management of property portfolios; financial investment and advisory services; financial management of fund investment; financial management of scholarship programmes; financial research services; financial services and consultancy relating thereto; financial rating valuation services; preparation of financial and insurance reports; financial consultancy in the field of mergers and acquisitions; investment banking consultancy and advisory services; operational risk consultancy relating to finance and credit; financial consultancy relating to the execution of cashless payment transactions; financial risk assessment; financial management of securities; real estate management consultancy; financial management of employee pension plans; financial management of stocks; arranging of financial investments; business finance brokerage; financial risk assessment services; financial consulting in the field of mergers and acquisitions; financial advisory and management services; computerised financial data analysis; financial risk management services; financial management of pension funds; financial consultancy relating to tax; financial management of retirement funds; capital investment fund management; investment management; financial information, management and analysis services; financial management and investment services relating to securities; private equity investment management; financial consultancy in the field of cryptocurrency; financial management of funds; investment analysis; financial trading; financial valuation services; investment consultation; information, advisory, consultancy and research services relating to finance and investments; operational risk analysis and consultancy relating to finance and credit; computerized financial data analysis; financial valuations; consultancy relating to personal finance; business finance brokerage services | |
| OPULENTIA WEALTH MIYAGI PTY LTD 2468500 24 Jul 2024 | Published: Awaiting examination | Superannuation services, including superannuation advisory and investm... Class 036 Class 036 Insurance & Financial Services Superannuation services, including superannuation advisory and investment services; insurance services. | |
| BETTER WEALTH Better Wealth Advice Pty Ltd 2450510 24 May 2024 | Published: Under examination | financial advice; financial consulting and advice; financial advice se... Class 036 Class 036 Insurance & Financial Services financial advice; financial consulting and advice; financial advice services; financial advice and consultancy services; investment advice; financial consulting; financial consultancy; financial consultancy and advisory services; providing information and advice in the field of financial investments; financial consulting and advisory services; financial advice on retirement; financial management and consultancy; financial analysis and consultancy; financial and insurance consultancy; financial consultancy and information services; financial information and advisory services; financial consulting services; financial advisory and consultancy services; financial advice in the field of franchising; financial advice relating to income tax; financial advice relating to retirement; financial investment and advisory services; providing financial information and financial advice via a web site; financial investment advisory services; financial advice relating to franchising; loan advice; financial loan consultancy; financial consulting and management services; currency exchange and advice; financial advice on pensions; financial consultancy services; financial advisory, management and consultancy services; financial advisory services; providing information and advice in the field of finance; financial advice relating to tax; financial advisory services for companies; financial planning consultancy; investment banking consulting and advisory services; investment banking consultancy and advisory services; financial management and consultancy services; financial analysis and consultancy services; financial management advisory services; financial consultancy relating to investments; financial investment services; financial advisory and management services; providing financial information and financial advice via a website; providing information, consultancy and advice in the field of investment banking; consultancy, research and information in relation to financial affairs; financial and insurance consulting services; financial planning and investment advisory services; financial and insurance consultancy services; consultancy, research and information relating to financial affairs; financial consultancy relating to loans; providing information, consultancy and advice in the field of finance; financial consultation; financial advice relating to taxation; financial consultancy services relating to investments; financial advice relating to pensions; financial advice relating to tax planning; providing personal financial information and financial advice via a web site; financial information; financial consultancy relating to real estate investment; advice relating to investments; advice relating to retirement investment; advisory services relating to financial investment; financial consultation services; financial retirement plan consultancy services; financial analysis and consultation; financial rating and solvency reports; commodity investment advice; consultancy relating to financial planning; financial information services; advisory services relating to financial investments; financial retirement plan consulting services; providing personal financial information and financial advice via a website; financial investment management services; advice relating to investment for retirement; financial planning advisory services; financial advice relating to pension planning; investment advisory services; banking consultancy; providing advice relating to real estate investment; commodities investment advice; financial services; banking advisory services; consultancy in the field of financial planning; financial information and evaluations; advisory services relating to financial matters; advice services regarding lending services; advice on finance for retirement; providing investors with financial information; financial rating and credit reports; financial investment; financial consultancy relating to credit services; financial loan consultation; financial investment management; providing information and advice in the field of financial valuations; investment consultancy; financial management; financial management consultancy relating to insurance; advisory services relating to financial investment management; providing financial information; financial analysis and information services; financial management services; financial information, management and analysis services; advisory services relating to financial planning and financial investment; financial evaluation [insurance, banking, real estate]; financial analysis services; retirement funding advice; advisory services relating to financial planning and investment; providing information, consultancy and advice in the field of financial valuation; financial management, analysis and information services; advice regarding lending services; financial analysis; information, advisory, consultancy and research services relating to finance and investments; financial management and research; insurance and financial information and consultancy services; corporate finance consultancy; fund investment consultancy; financial risk management consultancy; financial rating and providing credit reports; business investment services; financial banking services; advisory services relating to financial planning; financial trading services; financial report services and credit ratings; financial banking; financial evaluation and analysis services; financial portfolio analysis services; financial research and information services; financial guarantee services; personal finance consultancy; insurance advice; advisory services relating to the management of financial investments; financial affairs; financial guarantee assessment services; providing financial information on-line; financial evaluation services; financial services and consultancy relating thereto; financial planning consultation; providing information and research in the field of finance and financial investments; financial consultancy in the field of risk management; financial investment brokerage services; financial risk management consultancy services; financial management for businesses; financial, investment and insurance services; investment business services; financial consultancy relating to taxation; investment consultancy, brokerage and management services; financial analysis services relating to investments; financial management and research services; financial advisory services relating to credit; providing financial information online; financial consultancy relating to franchising; advisory services relating to investments and finance; providing information in the fields of finance and investment; financial risk management consultation; financial consultancy relating to student loan services; financial management and planning; financial management and investment services relating to equities; capital investment consultancy; financial consultancy and advisory services relating to microfinance; advisory services relating to finance; financial trading; credit consultancy; financial risk management advisory services; banking and financial services; financial evaluation and analysis; financial loan services; financial evaluation; financial planning and management; capital investment advisory services; financial research; strategic financial advisory services; personal financial planning advisory services; financial management and investment services relating to securities and equities; banking consultation; investment banking services; financial consultancy relating to tax; financial consultation relating to student loan services; advisory services relating to financial asset management; personal finance advisory services; providing investment information; advisory services relating to banking; financial consultancy in the field of cryptocurrency; financial research services; financial rating and provision of credit reports; financial rating valuation services; financial planning; real estate investment consultancy; financial engineering; investment services; providing on-line information relating to financial, banking, insurance and investment services; financial management of investment funds for private clients; financial risk assessment services; financial forecasting; financial investment analysis and stock research; financial consulting in the field of real estate note brokerage; investment analysis services; investment information; consultancy relating to educational financial assistance; financial consultancy in the field of mergers and acquisitions; financial planning services; consultancy in the field of financial risk management; providing online information relating to financial, banking, insurance and investment services; financial management and investment services relating to securities; financial advisory services relating to securities, derivatives and other financial products; financial brokerage services; financial services relating to investment securities; advisory services relating to financial grants; insurance consultancy and advisory services; financial analysis and research services; consultancy relating to capital investment; consultancy relating to personal finance; financial information services relating to financial stock markets; financial management services of real estate; financial analyses; financial consultancy services in the field of risk management; insurance consulting and advisory services; business banking services; capital investment consultancy services; advisory services relating to loans; advisory services relating to corporate finance; financial services in the field of money lending; financial evaluation services for reinsurance purposes; financial management of investments; investment management services; financial consultancy, namely, preparing budgets and monitoring budgets; financial investment brokerage; provision of financial information; financial management of financial affairs; insurance consulting; financial appraisal services; financial consultancy services relating to cryptocurrency; consultancy in the field of capital investment; financial advisory services relating to joint ventures; pension funding advice; financial management of investment capital; advice on fiscal assessments; venture capital advisory services; management of financial investments; advisory services relating to investment for retirement; financial evaluation services for insurance, banking and real estate purposes; loan advice and loan procurement services; financial evaluation for reinsurance purposes; financial management of investment funds; reinsurance consultancy; advisory services relating to financial risk management; financial portfolio management; providing information and analysis via the Internet in the field of financial investments; financial management of companies; advisory services relating to money management; financial consultancy and advisory services relating to microcredit; financial advisory services relating to tax; advisory services relating to personal finance; advisory services relating to investments; strategic corporate financial advisory services; financial valuation services; financial guaranty assessment services; advice relating to mortgages for residential properties; financial services relating to loans; financial trust management services; capital management consultancy; advisory services relating to financing; financial consulting in the field of mergers and acquisitions; financial risk management services; financial brokerage; business banking; financial fund management; advisory services relating to loan services; insurance information and consultancy; investment consultation; financial asset management; financial management of real estate; consultancy relating to financial assistance for education; consultancy in the field of private equity investment; financial data analysis; financial consultation services relating to infrastructure investment; financial warranty assessment services; stock market advisory services; financial guarantee and surety services; financial and fiscal evaluations; mutual fund advisory services; providing financial research services; investment banking; financial assessment of company credit and providing information relating thereto; financial risk analysis; financial trust management; banking, financial and insurance services; fund investment services; financial appraisals; insurance financial management; financial trust planning; financial consultancy in the field of real estate note brokerage; consultancy services in the field of capital investment; business finance brokerage services; financial guaranty services; consultancy services relating to capital investment; investment services relating to equities; insurance consultancy; financial advisory services relating to insurance contracts; consumer credit consultancy; advisory services relating to the management of financial assets; financial risk assessment; financial consultancy services relating to infrastructure investment; financial guarantee and surety; personal financial banking services; advisory services relating to retirement investment; financial investment services in the fields of securities, mutual funds and portfolio management; insurance and financial services; consulting and information concerning insurance; financial management of insurance business; credit rating services; global investment research services; providing financial information via a web site; insurance brokerage consultancy and information; financial management of fund investment; financial exchange; financial investment in the field of securities; financial advisory services relating to taxation; advice on fiscal valuations; financial, monetary and banking services; providing banking information; consultancy services relating to personal finance; real estate consultancy; advisory services relating to credit and debit control, investment, grants and financing of loans; life insurance consultancy; financial risk management; fund investment consultation; real estate investment trust advisory services; financial evaluation services relating to insurance; providing online investment account information; financial services relating to trading, advising, managing and dealing in financial derivatives; financial management via the Internet; financial management of funds; financial consultancy relating to the execution of cashless payment transactions; investment portfolio management services; consultancy services relating to corporate finance; financial portfolio monitoring; financial consultancy relating to infrastructure investment; financial assessment of company credit; real estate management consultancy; credit inquiry and consultancy; insurance consulting services; securities advisory services; investment risk assessment services; financial management of capital investment; financial information via mobile applications; financial management for commercial businesses; real estate advisory services; bank account information services | |
| Cadence Wealth 2451762 20 May 2024 | Published: Under examination | financial advice Class 036 Class 036 Insurance & Financial Services financial advice | |
| Empire Wealth AFKS Holdings Pty Ltd 2439490 1 Apr 2024 | Published: Under examination | financial consulting and advisory services; financial consulting servi... Class 036 Class 036 Insurance & Financial Services financial consulting and advisory services; financial consulting services | |
| SALAAM WEALTH Crescent Wealth Super Member Services Pty Ltd 2433528 8 Mar 2024 | Accepted: In opposition period | Development and management of pension, retirement and superannuation p... Class 036 Class 036 Insurance & Financial Services Development and management of pension, retirement and superannuation plans, funds and schemes | |
| Adapt Wealth Adapt Wealth Management 2418446 4 Jan 2024 | Published: Under examination | Advisory services relating to financial planning; Estate planning serv... Class 036 Class 036 Insurance & Financial Services Advisory services relating to financial planning; Estate planning services (arranging financial affairs); Financial advisory services relating to retirement plans; Financial management of pension, retirement and superannuation plans and funds; Financial planning | |