Findex Financial Advice Pty Ltd is a limited by shares Australian proprietary company. Located at NSW 2000 since 2014-09-19 the company is, as the updated on 2021-10-12 ABN database shows, registered. The company has been registered for Goods & Services Tax since 2000-07-01. Known company numbers for Findex Financial Advice Pty Ltd are as follows: ACN - 060092631, Australian Business Number - 51060092631. Findex Financial Advice Pty Ltd has been the company name since 2019-04-01. Investor Financial Planning Pty Ltd is one of the trading names this company has used, to be specific, the trading names list includes 3 positions that is Investor Financial Planning Pty Ltd since 2000-10-19 to 2002-07-10, Investor Finanancial Planning Pty Ltd since 2000-09-14 to 2000-10-19, and Walkerden Clark Financial Planning Pty Ltd since 2000-04-18 to 2000-09-14. Investor Service Wrap is an example of a business name Findex Financial Advice Pty Ltd used. The complete list includes 56 business names. Investor Service Wrap was the company's business name from 2021-10-12. Other business names include Crowe Horwath Financial Advice (from 2015-10-05 to 2015-11-06) and Crowe Horwath Wealth Management (from 2010-12-14 to 2013-12-23). Their official company name changed on 2013-07-31 to Crowe Horwath Financial Advice Pty Ltd. The company had used this name up until 2019-04-03. Additionally they had used Whk Financial Planning Pty Ltd from 2009-07-01 to 2013-07-31, Investor Financial Planning Pty Ltd from 2002-05-06 to 2009-07-01. This Australian proprietary company was previously located in NSW 2000 (from 2013-03-01 to 2014-09-19), VIC 3000 (from 2012-12-19 to 2013-03-01), VIC 3124 (from 2009-12-17 to 2012-12-19).
| Status | From | To |
|---|---|---|
| Active | 2000-04-18 | current |
| Name | From | To |
|---|---|---|
| Findex Financial Advice Pty Ltd | 2019-04-03 | current |
| Crowe Horwath Financial Advice Pty Ltd | 2013-07-31 | 2019-04-03 |
| Whk Financial Planning Pty Ltd | 2009-07-01 | 2013-07-31 |
| Investor Financial Planning Pty Ltd | 2002-05-06 | 2009-07-01 |
| Walkerden Clark Financial Planning Pty. Ltd. | 2002-05-02 | 2002-05-06 |
| Walkerden Clark Financial Planning Pty. Ltd. | 2000-08-03 | 2002-05-02 |
| Walkerden Clark Financial Planning Pty. Ltd. | 2000-04-18 | 2000-08-03 |
| Name | From | To |
|---|---|---|
| Investor Service Wrap | 2021-10-12 | current |
| Crowe Horwath Financial Advice | 2015-10-05 | 2015-11-06 |
| Crowe Horwath Wealth Management | 2010-12-14 | 2013-12-23 |
| Wealthwatch | 2009-07-28 | 2016-06-05 |
| Accumulus Superwrap | 2009-07-28 | current |
| Investor Financial Planning | 2008-08-21 | 2011-11-23 |
| Investor Financial Planning | 2008-08-20 | 2011-08-21 |
| Investor Financial Planning | 2008-07-01 | 2011-11-29 |
| Whk Financial Planning | 2008-06-01 | 2011-09-30 |
| Whk Financial Planning | 2008-04-30 | 2011-08-03 |
| Whk Financial Planning | 2008-04-01 | 2011-09-07 |
| Whk Horwath Wealth Management | 2007-12-21 | 2011-06-20 |
| Whk Horwath Wealth Management | 2007-06-26 | current |
| Whk Horwath Wealth Management | 2007-06-22 | 2010-05-20 |
| Ballarat Wealth Advisers | 2007-02-01 | 2008-05-18 |
| Geelong Wealth Advisers | 2007-02-01 | 2008-05-18 |
| Whk Super | 2007-01-12 | 2013-12-24 |
| Whk Financial Solutions | 2006-10-06 | 2009-11-02 |
| Whk Mahoney Archer Financial Planning | 2006-07-04 | 2009-05-29 |
| Whk Supermaster | 2006-04-03 | 2011-12-19 |
| Whk Thomsons Investor Services | 2006-04-03 | 2009-03-04 |
| Whk Thomsons Investor Services | 2006-03-17 | 2009-02-03 |
| Whk Prescott | 2006-01-09 | 2009-01-09 |
| Whk Private Super | 2005-11-01 | 2012-01-23 |
| Whk Lrk-walkers Financial Planning | 2005-10-01 | 2010-03-18 |
| Whk Wealth Management | 2005-06-16 | 2013-12-24 |
| Supermaster Manning & Perry Financial Planning | 2005-05-10 | 2008-05-10 |
| Whk-tcm Smith Financial Planning | 2005-01-25 | 2009-03-31 |
| Whk Mahoney Gavens Financial Planning | 2004-06-28 | 2007-06-29 |
| Whk Day Neilson Financial Planning | 2004-06-28 | 2010-06-29 |
| Whk Rutherfords Financial Planning | 2004-04-14 | 2010-03-15 |
| Tcm Financial Planning | 2003-12-23 | 2008-12-23 |
| Whk Financial Services | 2003-12-08 | 2004-03-17 |
| Supermaster | 2003-11-25 | 2012-04-23 |
| Manning & Perry Financial Planning | 2003-11-07 | 2006-11-07 |
| Gps Superannuation | 2003-11-01 | 2005-04-30 |
| Ckr Financial Planning | 2003-09-29 | 2009-10-12 |
| Wealthwatch | 2003-09-26 | 2006-09-26 |
| Accumulus Superwrap | 2003-09-26 | 2006-09-26 |
| Cressey Lynch Financial Services | 2003-09-26 | 2011-01-26 |
| Superlife | 2003-09-26 | 2013-03-16 |
| Darcy Kennedy Financial Services | 2003-09-26 | 2006-08-23 |
| Accumulus Wrap | 2003-09-26 | 2016-05-21 |
| Whk Umbrella Superannuation Fund | 2003-09-26 | 2006-09-26 |
| Whk Financial Planning | 2003-09-10 | 2009-09-10 |
| Whk Investor Financial Planning | 2003-09-10 | 2006-09-10 |
| Aosr Financial Planning | 2003-09-10 | 2009-09-10 |
| Supermaster | 2003-04-23 | 2012-04-23 |
| Lrk Financial Services | 2001-03-31 | 2002-09-30 |
| Day Neilson Financial Planning | 2001-01-10 | 2004-06-28 |
| Wealth Wrap | 2001-01-09 | current |
| Thomsons Investor Services | 2000-12-12 | 2006-04-03 |
| Paterson Financial Services | 2000-12-08 | 2008-10-22 |
| Rutherfords Financial Planning | 2000-12-05 | 2004-04-02 |
| Investor Service Wrap | 2000-10-25 | 2021-04-22 |
| Paterson Financial Services | 2000-04-18 | 2008-10-22 |
| Name | From | To |
|---|---|---|
| Investor Financial Planning Pty Ltd | 2000-10-19 | 2002-07-10 |
| Investor Finanancial Planning Pty Ltd | 2000-09-14 | 2000-10-19 |
| Walkerden Clark Financial Planning Pty Ltd | 2000-04-18 | 2000-09-14 |
| Location | From | To |
|---|---|---|
| NSW 2000 | 2014-09-19 | current |
| NSW 2000 | 2013-03-01 | 2014-09-19 |
| VIC 3000 | 2012-12-19 | 2013-03-01 |
| VIC 3124 | 2009-12-17 | 2012-12-19 |
| VIC 3004 | 2005-11-04 | 2009-12-17 |
| VIC 3000 | 2004-01-28 | 2005-11-04 |
| VIC 3124 | 2000-04-18 | 2004-01-28 |
| Status | From | To |
|---|---|---|
| Registered | 2000-07-01 | current |
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| Register name | Credit Licence |
| Start date | 2011-01-01 |
| Registration status | Approved |
| AFSL Number | 238244 |
| Principal business address |
Melbourne VIC 3000 |
| Member of | Credit Ombudsman Service Limited |
| The current or previous names that the credit licensee operates under |
Wealth Wrap Whk Financial Planning Superlife Accumulus Superwrap Accumulus Wrap Whk Super Whk Financial Planning Whk Financial Planning Whk Financial Planning Crowe Horwath Wealth Management Crowe Horwath Wealth Management |
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