Iress Wealth Management Pty Ltd

Status: Registered
Current name since: 2008-11-20
Name in the ASICs register: Iress Wealth Management Pty Ltd
Australian Company Number: 095619837
Australian Business Number: 67095619837
Registration date: 2001-01-16
Type: Australian proprietary company
Class: Limited by Shares
Subclass: Proprietary other
last updated

Description

Iress Wealth Management Pty Ltd is a limited by shares Australian proprietary company. Located at VIC 3000 since 2007-11-20 the company is, as the updated on 2008-11-21 ABN database shows, registered. The company has been registered for Goods & Services Tax since 2001-01-16. Known company numbers for Iress Wealth Management Pty Ltd are as follows: ACN - 095619837, Australian Business Number - 67095619837. Iress Wealth Management Pty Ltd has been the company name since 2008-11-20. Xplan Technology is one of the trading names this company has used, to be exact, the trading names list includes 1 position that is Xplan Technology since 2001-02-14. Their official company name changed on 2002-02-25 to Xplan Technology Pty Ltd. The company had used this name up until 2008-11-20. Additionally they had used Xplan Technology Pty Ltd from 2001-02-14 to 2002-02-25. This Australian proprietary company was previously located in VIC 3000 (from 2006-05-18 to 2007-11-20), NSW 2000 (from 2001-02-14 to 2006-05-18). AUBiz found 7 trademarks that reference the abovementioned company. 2001-03-13 is the date the documents needed to start the registration process of trademark no 868909 were submitted. This trademark is categorised as "word" and its application status is "never registered, dead". Other company trademarks include trademark number 868923, application status "never registered, dead";trademark number 871750, application status: "never registered, dead".

Details for ABN 67095619837

Type: Australian Private Company

ABN Status

Status From To
Active 2001-01-16 current

Main Name

Name From To
Iress Wealth Management Pty Ltd 2008-11-20 current
Xplan Technology Pty Ltd 2002-02-25 2008-11-20
Xplan Technology Pty Ltd 2001-02-14 2002-02-25

Trading Names

Name From To
Xplan Technology 2001-02-14 current

Main Location

Location From To
VIC 3000 2007-11-20 current
VIC 3000 2006-05-18 2007-11-20
NSW 2000 2001-02-14 2006-05-18

Goods & Services Tax (GST)

Status From To
Registered 2001-01-16 current

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Company Trademarks

Trademark number: 868909

General information:
Application date: 2001-03-13
Lodgement date: 2001-03-13
Live or dead: Dead
CPI status: Never Registered
Status: Lapsed/Not Protected
Mark code: Trade Mark
Trademark type: Word
Acceptance due date: 2002-10-13
Court orders: No
Revocation of the acceptance: No
Lodgement type: Online
Descriptive: Xtools, Xwebtools, Calm
Examination report number: 1
Examination class count: 2
NICE class code: 42
NICE occ number: 1
NICE description text: Trademark Of The Following Words That Apply To Financial Planning Software For Desktops And Web Based Xtools, Xwebtools, Calm
Applicant information:
Suburb name: Sydney
Postcode: 2000
Australian state code: NSW
Country code: AU

Trademark number: 868923

General information:
Application date: 2001-03-13
Lodgement date: 2001-03-13
Live or dead: Dead
CPI status: Never Registered
Status: Lapsed/Not Protected
Mark code: Trade Mark
Trademark type: Composite
Acceptance due date: 2002-10-09
Court orders: No
Revocation of the acceptance: No
Lodgement type: National
Descriptive: X Plan
Device phrases: Geometric-shapes Form Ltr X
Examination report number: 2
Examination class count: 2
NICE class code: 42
NICE occ number: 1
NICE description text: Design And Development Of Financial Planning Software
Applicant information:
Suburb name: Sydney
Postcode: 2000
Australian state code: NSW
Country code: AU

Trademark number: 871750

General information:
Application date: 2001-04-04
Lodgement date: 2001-04-04
Live or dead: Dead
CPI status: Never Registered
Status: Lapsed/Not Protected
Mark code: Trade Mark
Trademark type: Word
Acceptance due date: 2002-11-28
Court orders: No
Revocation of the acceptance: No
Lodgement type: Online
Descriptive: Xplan, Xplan Technology
Examination report number: 1
Examination class count: 2
NICE class code: 42
NICE occ number: 1
NICE description text: Xplan Technology Pty Ltd Develops Financial Planning Software
Applicant information:
Suburb name: Sydney
Postcode: 2000
Australian state code: NSW
Country code: AU
Attorney information:
Attorney code: 416820
Agency code: DN
Transaction type: Address for service of the trademark
Suburb name: Royal Exchange
Postcode: 1225
Australian state codee: NSW
Attorney type: Solicitor
Country code: AU

Financial Services Authorised Representative data

Licence number: 000247478

Register Name AFS Representative
AFS Representative Number 000457331
Appointment status Current
AFS authorised representative start date 2014-05-05
AFS Representative's principal business address Melbourne
VIC 3000
Australia
Can appoint other Australian Financial Services representatives No
Australian Financial Services authorisations: Provide general financial product advice only
AFS authorised representative will be assigned licence authorisations by the licensee Yes
last updated : 2016-05-29

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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 2022 (http://data.gov.au, http://acnc.gov.au/ and http://abr.business.gov.au/), ©Intellectual Property Government Open Data 2022, ©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.