| OMNIA WEALTH IN ALL AREAS Omnia Group Pty Ltd 1758791 15 Mar 2016 | | Financing of real estate developments; Property sales services relatin... Class 036 Class 036 Insurance & Financial Services Financing of real estate developments; Property sales services relating to real estate development Class 037 Class 037 Construction and Repair Services Property development (building and construction services) Class 041 Education and Entertainment Services Personal development courses; Personal development training; Physical education; Physical health education; Providing information, including online, about education, training, entertainment, sporting and cultural activities | |
| M Wealth Advice InsureInvest Pty Ltd 2388177 13 Sept 2023 | | Financial services; Financial advice; Financial management; Financial ... Class 036 Class 036 Insurance & Financial Services Financial services; Financial advice; Financial management; Financial planning | |
| NURTURE WEALTH ADVISERS Nurture Investments (QLD) pty ltd 2370093 7 Jul 2023 | | financial planning; advisory services relating to financial planning; ... Class 036 Class 036 Insurance & Financial Services financial planning; advisory services relating to financial planning; financial services; financial management; insurance; brokerage; investment services; investment management; financial portfolio management; financial advice; financial advisory services; tax financial planning; personal financial planning services; financial investment; investment advice; taxation financial planning services; independent financial planning advice; investment planning; financial asset management; personal financial planning advisory services; investment consultancy; financing services; financial consultation services; financial advisory services relating to retirement plans; advisory services relating to financial investment; financial investment management services; insurance services; financial investment advisory services; financial fund management; financial affairs; financial risk management; financial research; financial consultancy; financial analysis; banking | |
| C CRESCENT WEALTH Crescent Wealth Investments Australasia Pty Ltd 2363373 9 Jun 2023 | | Development of investment products; discretionary fund management serv... Class 036 Class 036 Insurance & Financial Services Development of investment products; discretionary fund management services; financial information services; financial investment services; financial portfolio management; financial services; financing of property development; funds management; funds investment; investment funds management; investment portfolio management services; development and management of pension, retirement and superannuation plans, funds and schemes; management services for real estate investment; provision of investment information; real estate acquisition and development for the purpose of investment; services relating to unregistered managed investment schemes | |
| W WEALTH CLUB Wealth Club Limited 2378983 17 Mar 2023 | Not protected: Not accepted | Financial services; banking and financial services; financial consulti... Class 036 Class 036 Insurance & Financial Services Financial services; banking and financial services; financial consulting services; financial investment services; financial consultancy services; financial and monetary services; financial management services; financial brokerage services; financial payment services; financial information services; insolvency services [financial]; financial advisory services; financial affairs services; financial savings services; financial loan services; financial transaction services; financial valuation services; financial sponsorship services; financial credit services; brokering of financial services; financial planning services; financial research services; financial economic advisory services; financial analysis services; financial appraisal services; financial consultation services; financial exchange services; financial intermediary services; financial pre-payment services; charitable services, namely financial services; personal financial banking services; financial consultancy and information services; financial and monetary services, and banking; financial guarantee services; financial investigation services; financial services relating to business; financial and investment consultancy services; financial advisory services for companies; computerised financial services; financial investment management services; financial market information services; financial grant services; economic research services [financial]; economic financial research services; financial clearing services; financial services relating to investment; insurance and financial information and consultancy services; financial information and advisory services; brokerage services in financial markets; financial investment advisory services; financial services relating to insurance; personal financial planning services; financial advisory services for individuals; financial and monetary transaction services; financial consultancy services relating to investments; financial advisory and management services; financial management advisory services; business liquidation services, financial; financial services relating to savings; financial nominee services; financial consultancy relating to credit services; financial management services relating to medical institutions; financial advice and consultancy services; financial management services relating to banking institutions; financial investment research services; real estate settlement services [financial services]; financial information services relating to financial bond markets; financial management services relating to dental institutions; financial services relating to pensions; financial services provided to partnerships; consultancy services relating to financial investment; advisory services relating to financial investments; financial consulting and advisory services; financial information services relating to financial stock markets; financial advisory and consultancy services; financial consultancy and advisory services; computerised financial advisory services; financial investment fund services; financial services relating to mortgages; emergency financial services for travellers; financial services relating to stocks; financial strategy consultancy services; personal financial planning advisory services; financial management services relating to hospitals; brokerage services relating to financial instruments; advisory services relating to financial investment; financial risk management services; financial services relating to securities; financial banking services for the withdrawal of money; financial consultancy services relating to infrastructure investment; computerised financial information services; actuarial services relating to financial transactions; financial lending services for personal purposes; financial services relating to travel; financial advisory services relating to insolvency; electronic financial trading services; financial advisory services relating to tax; financial advisory services provided for bankers; financial services relating to wealth management; financial management services relating to convalescent institutions; financial advisory services relating to assets management; financial services relating to bonds; execution of financial transactions (services for the -); financial analysis services relating to investments; organisation of trading markets for financial services; financial planning and investment advisory services; financial services relating to the transportation of goods; financial customs brokerage services; banking services; computerised financial services for retail businesses; financial services relating to airports; financial management services relating to nursing institutions; monetary services; financial guarantee assessment services; financial services relating to property; finance services; computerised financial data analysis; financial advisory services relating to securities; financial consultancy relating to student loan services; financial evaluation services relating to insurance; financial services relating to the provision of loans; financial services in the field of money lending; information services relating to financial business appraisals; financial information retrieval services; financial guarantees [surety services]; advisory services relating to financial planning; financial services provided to businesses in the oil industry; financial services relating to the funding of broadcasting; financial information management and analysis services; computerised information services relating to financial business; financial services for the purchase of vehicles; financial data base services; financial management services relating to retirement homes; brokerage services in the field of financial instruments; financial services relating to international securities; financial advisory services provided for controllers; commodity trading [financial services]; financial investment services in relation to the printing industry; brokerage services on the financial markets; investment banking services; financial risk assessment services; financial credit scoring services; financial information services relating to currencies; investment brokerage; financial investment brokerage; capital investment brokerage; investment banking; investment consultancy; capital investment consultancy; mortgage investment management; securities investment services; investment in securities (services for -); brokerage services for capital investments; mortgage broking; investment bank services; financial underwriting and securities issuance (investment banking); financial investment; property investment banking services; investment banking consulting and advisory services; securities investment services for personal investors; insurance brokerage; mortgage broking services; capital investment consulting; stock investment management; equity investment in international companies; brokerage of financial investments in energy companies; investment business services; investment management; investment services; portfolio investment management; management of investment portfolio; capital investment advisory services; stock broking services; financial investment in the field of securities; management of investment portfolios; acquisition for financial investment; portfolio management services (investment -); investment portfolio management services; investment advisory services; investment of capital (services for -); capital investment services; equity capital investment; investment asset management; development of investment portfolios; real estate investment consultancy; securities brokerage and trading services; private equity fund investment services; mortgage banking and mortgage broking; hedge fund investment services; fund investment management; investment fund management; management of a capital investment fund; capital investment fund management; investment fund services; fund investment services; fund investment; capital investment; investment (capital -); mortgage banking and brokerage; advisory services relating to investment finance; pension investment management; investment management services; nominee company services for investment; management of investment funds; investment management of funds; management of capital investment funds; financial brokerage; brokerage (financial -); financial consultancy relating to real estate investment; residential investment advice; international fund investment; management services for real estate investment; property investment services; capital fund investment; loan services for property investment; investment research; arranging investments, in particular capital investments, financing services and insurance; investment of funds; funds investment; trust investment services; investment trust services; capital investment consultation; financial investment analysis and stock research; investment trust management; pension fund investment management; investment account services; investment of funds (services for -); consultancy services relating to investment; financial investments; variable insurance investment services; investment trusteeship and advisory services; industrial investment; real estate investment management; securities brokerage services; investment of money (services for -); investment fund transfer and transaction services; securities and assets brokerage; reinsurance brokerage; securities brokerage; brokerage of securities; private placement and venture capital investment services; commercial property investment services; real estate broking; financial management of collective investment schemes; investment advice; investment advisory services relating to real estate; investment in real estate (services for -); real estate investment services; commercial mortgage brokerage; stockbroking; financial management relating to investment; financial administration of capital investment; investment analysis; fund investment consultation; provision of investment capital; advisory services relating to investments and finance; investment trusteeship services; computerised securities brokerage services; brokerage of financial derivatives; mortgage brokerage services; financial management of risk capital, investment capital and development capital; investment services in the field of treasury bonds; personal equity plan investment; mortgage banking and mortgage brokerage; insurance brokerage consultancy and information; investment consultation; stock brokerage services; capital investment in real estate; management of investments; mortgage lending and mortgage brokerage services; mortgage brokerage; real-estate brokerage services; stock debenture brokerage; financial advice relating to investment; advice relating to investment for retirement; advice relating to investments; real estate investment advice; financial advice; providing information, consultancy and advice in the field of investment banking; advice relating to investment during retirement; investment information; investment consultations; loan advice; provision of financial advice; mortgage advice; financial advice relating to trusts; independent financial planning advice; financial advice relating to tax; financial advice relating to tax planning; insurance advice; financial advice relating to taxation; trust advice; financial advice relating to pensions; income tax advice [financial]; financial advice relating to income tax; providing information, consultancy and advice in the field of financial valuation; provision of investment information; consultations relating to investment; financial advice relating to share option schemes; advice on finance for retirement; financial advice relating to inheritance; financial advice in the field of franchising; advice regarding lending services; income tax advice; credit advice; advice relating to insurance; financial advice relating to settlements; research services relating to investment; financial information, data, advice and consultancy services; financial advice relating to employee share schemes; advice relating to pensions; venture capital financing; venture capital and venture capital management services; venture capital management; venture capital and project capital investment services; venture capital services; venture capital fund management; venture capital funding services for inventors; venture capital (services for the finding of -); capital investments; venture capital funding services for companies; venture capital funding services for universities; venture capital (services for the provision of -); venture capital funding services to emerging and start-up companies; venture capital funding services for commercial entities; venture capital funding services for non-profit entities; venture capital funding services for research institutions; raising of capital; capital (raising of -); raising of financial capital; capital fund management; capital management; valuation of capital stock; provision of finance for business ventures; conducting of capital market transactions; corporate holding of share capital services; mutual fund investment; financing of investments; fund investments; providing working capital; investment clubs; securities services relating to capital restructuring; provident fund investment; equity financing; financial administration of fund investment; financing services for the securing of funds in respect of ventures; administration of investment funds; investment of funds for others; management of private equity funds; investment trusteeship; investing of funds; providing financing to emerging and start-up companies; financing services for the securing of funds for business; real estate investment planning; financial services relating to the provision and structuring of capital; investment custody; investment of funds for charitable purposes; real estate investment; administration of funds and investments; financial services in the nature of an investment security; arranging of financial investments; monitoring of investment funds; corporate financing; financial valuation of intellectual property assets; fixed income investment services; fund management; management of funds; funds management; financial fund management; pension fund management; hedge fund management; fund management services; provident fund management; mutual fund management; offshore fund management; pension fund financial management; management of pension funds; financial management of funds; corporate funds management; funds management services; fund management for private clients; counselling services for pension funds management; asset management; management of assets; financial portfolio management; portfolio management; provision of financial information for professionals in the field of portfolio management, for portfolio management; hedge fund services; financial asset management; cash management; pension management services; financial management; management (financial -); financial administration of pension funds; asset management services; financial trust management; management of financial assets; trust management; asset and portfolio management; management of stocks; management of securities; securities management; financial management of pensions; financial management of stocks; cash management services; financial planning and management; financial management and planning; advisory services relating to money management; financial administration of pension funds; management of corporate finances; trusteeship of fund assets; fund transfer services; debt management services; fund transfer; provident fund services; personal equity plan management; mutual fund services; wealth management; advisory services relating to financial asset management; fund raising services; financial management of employee pension plans; financial management of building projects; property portfolio management; financial management of companies; financial management of cash accounts; risk management consultancy [financial]; financial management of membership schemes; wealth management services; property asset management services; financial management of pension schemes; monitoring of pension funds; fund transfers; financial consultancy in the field of risk management; mutual fund distribution; management of property; property management; private banking; home equity loans; private client investment services; private health insurance; real estate equity sharing; equity release services; financial services relating to personal equity plans; private client unit trust management services; evaluation of the credit worthiness of companies and private individuals; financial administration of private client unit trusts; financing of communal loans; financing of property loans; financial administration of a private dental plan; financial valuation of personal property and real estate; financial valuation of freehold property; financing of personal loans; financial valuation of leasehold property; property (real estate -) investment; valuation of portfolios of securities; brokerage services relating to corporate bonds; financing of home loans; property (real estate -) finance; real estate services related to management of property investments; corporate finance; transfer agency services rendered to issuers of investment securities; corporate real estate advisory services; corporate finance services; financial management of shares in other companies; corporate lending; insurance brokerage for property; property valuation; valuation of property; corporate finance consultancy; estate management; management of land; financial loss management; risk management [financial]; financial risk management; financial management for businesses; property management services; financial management relating to banking; estate trust management; financial management of share accounts; share management; housing management; real property management; management of shares; advisory services relating to [financial] risk management; financial assistance; provision of advice [financial] to loss adjusters; financial consulting; financial information; information (financial -); financial consultation; consultancy relating to educational financial assistance; personal financial planning; consultations [financial]; financial consultancy; consultancy (financial -); financial information for investors; financial planning; financial trust planning; advice regarding credit; personal insurance services relating to the supply of legal advice; provision of financial information; providing investors with financial information; advisory services relating to financial matters; providing financial information; financial research; research (financial -); financial information and evaluations; financial consultancy relating to loans; financial analysis; analysis (financial -); financial advisory services relating to life assurance; financial analysis and consultation; financial evaluation; financial loan consultancy; financial analysis and consultancy; appraisals (financial -); financial appraisals; consultation services relating to financial matters; tax returns consultancy [not accounting]; tax consultancy [not accounting]; tax services [not accounting]; tax planning [not accounting]; tax advice [not accounting]; provision of tax advice [not accounting]; tax payment processing services; credit sales (provision of finance for -); provision of finance for credit sales; provision of finance for sales; taxation consultancy services [not accounting]; brokerage of carbon credits; financial planning services relating to taxation; sales credit financing; preparation of pension payments; providing finance for credit sales; planning of finances relating to taxation; valuation services of property for fiscal purposes; brokerage of carbon offsets; collection of credit sales; credit services for export sales; fiscal valuation; provision of credit for fuel expenses; collection of debt on real estate rental; insurance for legal expenses; legal expenses insurance; agency for collection of gas and electricity fees; trade credit (provision of finance for -); provision of finance for trade credit; financial valuation relating to heating costs; financial valuation of wool; provision of charitable fundraising services in relation to carbon offsetting; loans [financing] and discount of bills; credit services for payment of insurance premiums; credit services for the payment of insurance premiums; financial administration of employee pension plans; fiscal assessments and valuations; fiscal valuations and assessments; school fees investment services; property (real estate -) appraisal [financial]; negotiation for the collection of cheques and bills of payment; provision of finance for property development; arranging the provision of finance for real estate purchase; bill payment services; financial administration of the mortgage business; financial administration of pension schemes; fiscal valuations; provision of finance for real estate development; valuations and financial appraisals of property; debt collection and debt factoring services; computerised legal debt collection services; arranging the provision of finance to pay medical expenses; stamps (appraisal [valuation] of -); financial transfers and transactions, and payment services; provision of finance for companies; home collection of financial payments; provision of finance for leasing; financial management of building occupancy expenses; planning (estate -) [financial]; provision of finance; finance (provision of -); valuation of real estate property; guaranteeing payment of medical expenses for foreign travellers; financial services for the purchase of real estate; property (real estate -) insurance; savings scheme services; pension scheme services; provision of investment savings plans; provision of finance for enterprises; provision of investment services; unit trust investment; pension planning; estate trust planning; pension planning services; financial planning for retirement; estate planning services [arranging financial affairs]; planning services relating to pensions; financial planning relating to school fees; insurance services relating to contingency planning; tax and duty payment services; payroll tax debiting services; financial planning services relating to building projects; school fee planning services; real estate management services relating to housing estates; share planning services; financial advisory services relating to retirement plans; financial management of real estate projects; investment management of and distribution of variable annuities; estate management services relating to transactions in real property; real estate and property management services; financing of property development; financial transactions via blockchain; financial exchange of crypto assets; trading in currencies; currency trading; electronic transfer of crypto assets; monetary transactions; on-line real-time currency trading; brokerage of currency; virtual currency exchange; electronic cash transactions; crowdfunding; currency trading and exchange services; virtual currency services; electronic banking; internet banking; electronic debit transactions; online financial transactions; currency dealing; exchange of currency (agencies for the -); trading in foreign currency; exchange services (currency -); currency exchange services; financial services in relation to digital currencies; online banking; electronic banking via a global computer network [internet banking]; financial transactions relating to currency swaps; on-line banking; banking; monetary transaction services; cash and foreign exchange transactions; currency exchange and advice; merchant banking; paperless electronic banking services; conducting cashless payment transactions; electronic funds transfer provided via blockchain technology; electronic banking services; foreign currency exchange; monetary exchange; financial transactions; processing of electronic debit transactions; virtual currency transfer services; financial banking services for the deposit of money; internet banking services; crowdinvesting services; electronic credit card transactions; foreign currency services; e-wallet payment services; financial consultancy relating to the execution of cashless payment transactions; online banking services; automated banking services relating to credit card transactions; foreign currency dealing; financial banking; monetary exchange services; foreign exchange transactions; electronic commerce payment services; monetary exchange operations; mortgage banking; atm banking services; processing of payment transactions via the internet; online business banking services; on-line banking services; merchant banking services; currency transfer services; electronic wallet services (payment services); conducting of financial transactions on-line; automated banking services relating to charge card transactions; banking services relating to the deposit of money; commodity exchange; computerised financial services relating to foreign currency dealings; crowdfunding services in the nature of providing financing from money collected from individuals; trading of financial derivatives; safe deposit services for precious metals; banking services for deposit-taking; mobile banking services. | |
| COLLECTIVE WEALTH ADVISERS Statewide Wealth Pty Ltd 2337777 27 Feb 2023 | | Advice on fiscal assessments; Advice on finance for retirement; Advice... Class 036 Class 036 Insurance & Financial Services Advice on fiscal assessments; Advice on finance for retirement; Advice relating to investment for retirement; Advice relating to investments; Annuity services; Brokerage of stocks; Consultancy services relating to finance; Consultancy services relating to insurance; Consultancy services relating to investment; Cryptocurrency investment consultancy; Commodity trading (financial services); Estate planning services (arranging financial affairs); Financial advice relating to tax; Financial asset management; Financial fund management; Financial investment management services; Financial management of capital investment funds; Financial management of pension, retirement and superannuation plans and funds; Financial planning; Financial portfolio management; Financial risk management; Financial strategy consultancy services; Advice relating to insurance; Insurance advice; Investment portfolio management services; Portfolio investment management; Preparation and analysis of financial reports; Provision of financial securities; Provision of information relating to property (real estate); Provision of information relating to stock brokerage; Provision of investment savings plans; Brokerage of securities; Security brokerage; Share brokerage services; Share portfolio management; Tax services (financial); Trading in equities; Trading in futures; Trading in options; Trading in securities; Trading in stocks; Trading of shares; Trust services | |
| Synergy Private Wealth Synergy Private Wealth PTY LTD 2325637 3 Jan 2023 | | Taxation (accountancy) advice; Taxation (accountancy) consultancy; Col... Class 035 Class 035 Advertising, Business & Retail Services Taxation (accountancy) advice; Taxation (accountancy) consultancy; Collection of financial information; Financial auditing; Consultancy relating to financial auditing; Advice relating to acquisitions; Advice relating to business management; Advice relating to business organisation Class 036 Class 036 Insurance & Financial Services Advisory services relating to (financial) risk management; Advisory services relating to financial matters; Advisory services relating to financial planning; Administration of financial affairs; Actuarial services relating to financial transactions; Agencies for the exchange of financial operations; Bonding (provision of financial guarantees); Brokerage services relating to financial instruments; Financial planning; Financial advisory services relating to taxation; Taxation financial consultancy services; Taxation financial planning services; Business liquidation services (financial); Card operated financial services; Clearing (financial); Clearing house financial services; Clearing-houses (financial); Commodity trading (financial services); Computerised financial services; Conducting financial feasibility studies; Conducting of financial transactions; Consultation services relating to financial matters; Consultations (Financial); Crowd funding services being the collection of financial donations; Discount card services (financial services); Economic financial research services; Emergency financial services; Estate planning services (arranging financial affairs); Estimates for financial purposes; Factoring of financial undertakings; Financial administration of insurance; Financial administration of insurance claims; Financial advisory services; Financial advisory services for companies; Financial advisory services for individuals; Financial advisory services relating to retirement plans; Financial affairs; Financial analysis; Financial analysis for the purposes of identifying fraudulent financial activity; Financial appraisals; Financial appraisals in responding to calls for tenders; Financial appraisals in responding to requests for proposals (RFPs); Financial assessments; Financial asset management; Financial assistance; Financial banking; Financial brokerage; Financial business appraisals; Financial clearing house service; Financial compliance management; Financial consultancy; Financial consultation services; Financial credit services; Financial customs brokerage services; Financial due diligence services; Financial economic advisory services; Financial economic analysis; Financial evaluation (insurance, banking, real estate); Financial evaluation of development costs relating to the oil, gas and mining industries; Financial evaluation of livestock; Financial evaluation of standing timber; Financial evaluation of wool; Financial evaluations; Financial exchange of crypto assets; Financial exchange of cryptocurrency; Financial exchange services; Financial fund management; Financial grant services; Financial guarantee assessment services; Financial guarantee services; Financial information services; Financial intermediary services; Financial investigation services; Financial leasing; Financial lending; Financial loan services; Financial loss management; Financial management; Financial management advisory services; Financial management consultancy relating to insurance; Financial management of finances; Financial management of financial assets; Financial management of funds; Financial management of pension funds; Financial management of pension, retirement and superannuation plans and funds; Financial management of pensions schemes; Financial management of reimbursement payments for others; Financial management of securities; Financial market information services; Financial modelling services; Financial nominee services; Financial payment services; Financial portfolio management; Financial research; Financial research services relating to real estate; Financial risk management; Financial savings services; Financial securities; Financial services; Financial services for charitable purposes; Financial sponsorship; Financial sponsorship of education, training, entertainment, sporting or cultural activities; Financial strategy consultancy services; Financial transaction services; Financial trust administration services; Financial trust management; Financial underwriting; Financial valuation of intellectual property assets; Financial valuation of standing timber; Financial valuation of wool; Financial valuation services; Financial valuation services for businesses; Financial valuations; Insolvency services (financial); Organisation of financial collections; Organising financial collections; Pension fund financial management; Personal financial banking services; Personal financial planning advisory services; Personal financial planning services; Preparation and analysis of financial reports; Preparation of financial analyses; Preparation of financial balance sheets; Preparation of financial reports; Providing financial information; Providing financial information via a website; 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 financial securities; Provision of information relating to financial services; Provision of online financial calculators; Real estate assessment (financial); Real property evaluation (financial); Repair costs evaluation (financial appraisal); Risk management (financial); Risk management consultancy (financial); Tax consultancy (financial); Tax consultations (financial); Tax financial planning; Tax returns financial consultancy; Tax services (financial); Financial advisory services relating to tax; Collection of customs taxes and duties; Financial investment; Financial investment advisory services; Financial investment fund services; Financial investment management services; Financial investment research services; Financial management of capital investment funds; Financial management of investments; Acquisition for financial investment; 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; Cryptocurrency investment consultancy; Financing of investments; Industrial investment; International fund investment; Investing of funds; Investment account services; 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 planning; Investment portfolio management services; Investment services; Investment trust management; Investment trust services; Investment trusteeship; Loan services for property investment; 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 management; Real estate investment services; Research services relating to investment; School fees investment services; Securities investment services; Stock investment management; Trust investment services; Unit trust investment; Financial advice relating to taxation; Financial advice; Financial advice in the field of franchising; Financial advice relating to wills; Independent financial planning advice; Tax advice (financial); Financial advice relating to tax; Income tax financial advice; Provision of tax advice (financial); Advice relating to investment for retirement; Advice relating to investments; Investment advice; Real estate investment advice; Residential investment advice; Advice on finance for retirement; Advice on fiscal assessments; Advice on fiscal valuations; Advice regarding credit; Advice regarding lending services; Advice relating to insurance; Advice relating to loan recovery services; Advice relating to mortgages for residential properties; Advice relating to pensions; Advice services relating to enhancement of mortgages; Insurance advice; Mortgage advice; Trust advice; Trusteeship advice | |
| Magnus Wealth Journey Magnus Holdings Australia Pty Ltd 2319963 7 Dec 2022 | | Business advice; Advice relating to the sale of businesses; Advice rel... Class 035 Class 035 Advertising, Business & Retail Services Business advice; Advice relating to the sale of businesses; Advice relating to the acquisition of businesses; Advice relating to business organisation; Advice relating to business management | |
| Buxton Private Wealth Buxton Advisory Pty Ltd 2299301 8 Sept 2022 | | Advisory services relating to (financial) risk management; Advisory se... Class 036 Class 036 Insurance & Financial Services 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; Conducting of financial transactions; Consultation services relating to financial matters; Consultations (Financial); Estate planning services (arranging financial affairs); Estimates for financial purposes; 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 affairs; Financial analysis; Financial brokerage; Financial investment; Financial investment advisory services; Financial consultation services; Financial investment management services; Financial management advisory services; Financial management of finances; Financial management of investments; Financial management of pension, retirement and superannuation plans and funds; Financial management of securities; Financial modelling services; Financial planning; Financial portfolio management; Financial research; Financial risk management; Financial savings services; Financial services; Income tax financial advice; Independent financial planning advice; Personal financial planning advisory services; Personal financial planning services; Provision of information relating to financial services; Provision of tax advice (financial); Risk management (financial); Tax advice (financial); Tax financial planning; Taxation financial planning services | |
| Aintree Group Wealth Aintree Group Pty Ltd 2281393 5 Jul 2022 | | Financial advice; Financial planning; Trust advice; Tax advice (financ... Class 036 Class 036 Insurance & Financial Services Financial advice; Financial planning; Trust advice; Tax advice (financial) | |