Investment And Planning Services Pty Ltd is a limited by shares, Australian proprietary company. This corporation was registered on 2000-08-31 and was issued with the 094330097 ACN. Its Australian Business Number is 36094330097. Since 2023-04-27, the company is headquartered in NSW, post code 2519. The previous headquarters were located in NSW 2500 (from 2014-09-19 to 2023-04-27), NSW 2500 (from 2013-05-14 to 2014-09-19), and NSW 2500 (from 2007-07-06 to 2013-05-14). Investment And Planning Services Pty Ltd was registered for the GST on 2001-05-31. The company has also used 4 business names, namely Wilson Burch & Co from 2006-01-13 to 2007-01-29, Rims Financial Planners from 2003-08-01 to 2006-08-17 and Investment And Planning Services from 2001-07-09 to 2001-07-09. The above data comes from the ABN database which was updated on 2023-04-27. AUBiz found 1 trademark that mention this company. Trademark number 1122790 was filed on 2006-07-10 and is categorised as "composite" (application status: "registered, live").
| Status | From | To |
|---|---|---|
| Active | 2001-05-31 | current |
| Name | From | To |
|---|---|---|
| Investment And Planning Services Pty Ltd | 2001-10-16 | current |
| Investment & Planning Services Pty Limited | 2001-06-29 | 2001-10-16 |
| Name | From | To |
|---|---|---|
| Wilson Burch & Co | 2006-01-13 | 2007-01-29 |
| Rims Financial Planners | 2003-08-01 | 2006-08-17 |
| Investment And Planning Services | 2001-07-09 | 2001-07-09 |
| Wilson Burch & Co | 2001-05-31 | 2007-01-29 |
| Location | From | To |
|---|---|---|
| NSW 2519 | 2023-04-27 | current |
| NSW 2500 | 2014-09-19 | 2023-04-27 |
| NSW 2500 | 2013-05-14 | 2014-09-19 |
| NSW 2500 | 2007-07-06 | 2013-05-14 |
| NSW 2500 | 2001-06-29 | 2007-07-06 |
| Status | From | To |
|---|---|---|
| Registered | 2001-05-31 | current |
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| Status | Cancelled |
| Registration date | 2000-10-26 |
| Renewal date | 2006-10-26 |
| Cancelled date | 2007-01-29 |
| Debtor representative | not applicable |
| Notified successor | not applicable |
| Former identifier | BN97769649 |
| Former state territory | NSW |
| Status | Cancelled |
| Registration date | 1997-05-15 |
| Renewal date | 2006-05-15 |
| Cancelled date | 2006-08-17 |
| Debtor representative | not applicable |
| Notified successor | not applicable |
| Former identifier | U0376210 |
| Former state territory | NSW |
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| Application date: | 2006-07-10 |
| Lodgement date: | 2006-07-10 |
| Registered date: | 2006-07-10 |
| Live or dead: | Live |
| CPI status: | Registered |
| Status: | Registered/Protected |
| Mark code: | Trade Mark |
| Trademark type: | Composite |
| Acceptance due date: | 2006-10-25 |
| Sealing due date: | 2007-05-09 |
| Registered from date: | 2006-07-10 |
| Sealing date: | 2007-02-20 |
| Renewal due date: | 2016-07-10 |
| Court orders: | No |
| Revocation of the acceptance: | No |
| Lodgement type: | National |
| Descriptive: | Ips |
| Device phrases: | Ltrs In Balloon,quotation |
| Examination report number: | 1 |
| Examination class count: | 1 |
| NICE class code: | 36 |
| NICE occ number: | 1 |
| NICE description text: | Insurance, Financial Affairs, Monetary Affairs |
| Suburb name: | Wollongong |
| Postcode: | 2520 |
| Australian state code: | NSW |
| Country code: | AU |
| Register Name | AFS Representative |
| AFS Representative Number | 000243014 |
| Appointment status | Current |
| AFS authorised representative start date | 2003-12-01 |
| AFS Representative's principal business address |
Wollongong NSW 2500 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 | No |
| AFS representative business name | INVESTMENT AND PLANNING SERVICES |
| Register Name | Credit Representative |
| Credit Representative number | 372938 |
| Start date | 2011-01-27 |
| Principal business address |
Wollongong NSW 2500 |
| Member of | Financial Ombudsman Service |
| Credit representative will be assigned licence authorisations by the licensee | Same as Registrant |
Contains public sector information licensed under the Creative Commons Attribution 3.0 Australia licence. Material on this website was obtained from publicly-accessible databases and is attributed to ©Commonwealth of Australia 2026 (http://data.gov.au, http://acnc.gov.au/ and http://abr.business.gov.au/), ©Intellectual Property Government Open Data 2026, ©ASIC - Company Register. While we try to make the information as precise and up-to-date as possible, we are aware the datasets are not always error-free. Aubiz.net will not take responsibility for any errors in the databases. The material provided should be treated as a starting point of more in-depth research, not as fact.