Story Wealth Management Pty Ltd is a limited by shares Australian proprietary company. Located at VIC 3122 since 2016-08-09 the company is, as the updated on 2017-05-08 ABN database shows, registered. The company has been registered for Goods & Services Tax since 2000-07-01. Known company numbers for Story Wealth Management Pty Ltd are as follows: ACN - 091207000, Australian Business Number - 27091207000. Story Wealth Management Pty Ltd has been the company name since 2017-01-27. Mcphail Hlg Financial Planning is one of the trading names this company has used, to be specific, the trading names list includes 2 positions that is Mcphail Hlg Financial Planning since 2005-06-01, Australian Business Needs since 2000-05-19 to 2005-06-01. Story Wealth Management is an example of a business name Story Wealth Management Pty Ltd used. The complete list includes 5 business names. Story Wealth Management was the company's business name from 2017-03-14. Other business names include Sigma Wealth Management (from 2016-07-27 to 2017-04-15) and Mcphail Hlg Financial Planning. Their official company name changed on 2016-07-28 to Sigma Wealth Management Pty Ltd. The company had used this name up until 2017-01-28. Additionally they had used Mcphail Hlg Financial Planning Pty Ltd from 2005-02-17 to 2016-07-28, A B N Pty Ltd from 2000-08-04 to 2005-02-17. This Australian proprietary company was previously located in VIC 3128 (from 2014-09-22 to 2016-08-09), VIC 3128 (from 2014-01-14 to 2014-09-22), VIC 3128 (from 2004-03-18 to 2014-01-14).
| Status | From | To |
|---|---|---|
| Active | Fri, 14th Jan 2000 | current |
| Name | From | To |
|---|---|---|
| Story Wealth Management Pty Ltd | Sat, 28th Jan 2017 | current |
| Sigma Wealth Management Pty Ltd | Thu, 28th Jul 2016 | Sat, 28th Jan 2017 |
| Mcphail Hlg Financial Planning Pty Ltd | Thu, 17th Feb 2005 | Thu, 28th Jul 2016 |
| A B N Pty Ltd | Fri, 4th Aug 2000 | Thu, 17th Feb 2005 |
| Abn Pty Ltd | Fri, 19th May 2000 | Fri, 4th Aug 2000 |
| A B N Pty Ltd | Tue, 15th Feb 2000 | Fri, 19th May 2000 |
| Name | From | To |
|---|---|---|
| Story Wealth Management | Tue, 14th Mar 2017 | current |
| Sigma Wealth Management | Wed, 27th Jul 2016 | Sat, 15th Apr 2017 |
| Mcphail Hlg Financial Planning | Mon, 25th Jul 2016 | current |
| Mcphail Hlg Financial Planning | Mon, 1st Nov 2004 | Thu, 4th Oct 2007 |
| Australian Business Needs | Fri, 3rd Mar 2000 | Tue, 4th Mar 2003 |
| Name | From | To |
|---|---|---|
| Mcphail Hlg Financial Planning | Wed, 1st Jun 2005 | current |
| Australian Business Needs | Fri, 19th May 2000 | Wed, 1st Jun 2005 |
| Location | From | To |
|---|---|---|
| VIC 3122 | Tue, 9th Aug 2016 | current |
| VIC 3128 | Mon, 22nd Sep 2014 | Tue, 9th Aug 2016 |
| VIC 3128 | Tue, 14th Jan 2014 | Mon, 22nd Sep 2014 |
| VIC 3128 | Thu, 18th Mar 2004 | Tue, 14th Jan 2014 |
| VIC 3128 | Fri, 19th May 2000 | Thu, 18th Mar 2004 |
| Status | From | To |
|---|---|---|
| Registered | Sat, 1st Jul 2000 | current |
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| Status | Cancelled |
| Registration date | Thu, 4th Oct 2001 |
| Renewal date | Thu, 4th Oct 2007 |
| Cancelled date | Thu, 4th Oct 2007 |
| Debtor representative | not applicable |
| Notified successor | not applicable |
| Former identifier | B1596037N |
| Former state territory | VIC |
| Status | Cancelled |
| Registration date | Fri, 3rd Mar 2000 |
| Renewal date | Tue, 4th Mar 2003 |
| Cancelled date | Tue, 4th Mar 2003 |
| Debtor representative | not applicable |
| Notified successor | not applicable |
| Former identifier | B1494012S |
| Former state territory | VIC |
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| Register Name | AFS Representative |
| AFS Representative Number | 000282062 |
| Appointment status | Current |
| AFS authorised representative start date | Mon, 1st Nov 2004 |
| AFS Representative's principal business address |
Box Hill VIC 3128 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 |
| AFS representative business name | MCPHAIL HLG FINANCIAL PLANNING |
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