Oak Tree Financial Planning Pty Ltd is a limited by shares Australian proprietary company. Located at NSW 2485 since 2021-06-03 the company is, as the updated on 2023-06-28 ABN database shows, registered. Known company numbers for Oak Tree Financial Planning Pty Ltd are as follows: ACN - 160782249, Australian Business Number - 65160782249. Invest 4 Kids is an example of a business name Oak Tree Financial Planning Pty Ltd used. The complete list includes 5 business names. Invest 4 Kids was the company's business name from 2017-02-24 until 2020-12-03. Other business names include Invest For Kidz (from 2017-02-24 to 2018-07-05) and Invest For Kids (from 2017-02-24 to 2020-01-10). This Australian proprietary company was previously located in NSW 2485 (from 2016-08-31 to 2021-06-03), QLD 4507 (from 2014-09-19 to 2016-08-31), QLD 4507 (from 2013-03-21 to 2014-09-19).
| Status | From | To |
|---|---|---|
| Active | 2013-03-21 | current |
| Name | From | To |
|---|---|---|
| Oak Tree Financial Planning Pty Ltd | 2013-03-21 | current |
| Name | From | To |
|---|---|---|
| Invest 4 Kids | 2017-02-24 | 2020-12-03 |
| Invest For Kidz | 2017-02-24 | 2018-07-05 |
| Invest For Kids | 2017-02-24 | 2020-01-10 |
| Invest 4 Kidz | 2017-02-24 | 2018-07-05 |
| Oak Tree Wealth | 2016-08-31 | 2023-06-28 |
| Location | From | To |
|---|---|---|
| NSW 2485 | 2021-06-03 | current |
| NSW 2485 | 2016-08-31 | 2021-06-03 |
| QLD 4507 | 2014-09-19 | 2016-08-31 |
| QLD 4507 | 2013-03-21 | 2014-09-19 |
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| Register Name | AFS Representative |
| AFS Representative Number | 000436565 |
| Appointment status | Current |
| AFS authorised representative start date | 2013-03-22 |
| AFS Representative's principal business address |
Bribie Island QLD 4507 Australia |
| Can appoint other Australian Financial Services representatives | No |
| Australian Financial Services authorisations: |
Provide financial product advice Deal in a financial product/Apply for, acquire, vary or dispose of financial products on behalf of another |
| AFS authorised representative will be assigned licence authorisations by the licensee | Yes |
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