Milestone Financial Planners Pty Ltd is a limited by shares, Australian proprietary company. This corporation was registered on 2003-06-24 and was issued with the 105230877 ACN. Its Australian Business Number is 83105230877. Since 2019-03-04, the company is headquartered in NSW, post code 2830. The previous headquarters were located in NSW 2830 (from 2018-11-05 to 2019-03-04), NSW 2830 (from 2018-08-14 to 2018-11-05), and NSW 2830 (from 2014-09-25 to 2018-08-14). Milestone Financial Planners Pty Ltd was registered for the GST on 2003-07-07. The company has also used 3 business names, namely Milestone Financial Planners from 2018-03-24, Mgh Financial Planners from 2014-04-23 to 2019-04-26 and Martel Financial Solutions from 2009-10-09 to 2016-02-26. The above data comes from the ABN database which was updated on 2019-04-26.
| Status | From | To |
|---|---|---|
| Active | 2003-07-01 | current |
| Name | From | To |
|---|---|---|
| Milestone Financial Planners Pty Ltd | 2018-09-18 | current |
| Mgh Financial Planners Pty Ltd | 2014-04-23 | 2018-09-18 |
| Martel Financial Solutions Pty Ltd | 2005-06-01 | 2014-04-23 |
| Martel Ebert Financial Solutions Pty Ltd | 2003-07-01 | 2005-06-01 |
| Name | From | To |
|---|---|---|
| Milestone Financial Planners | 2018-03-24 | current |
| Mgh Financial Planners | 2014-04-23 | 2019-04-26 |
| Martel Financial Solutions | 2009-10-09 | 2016-02-26 |
| Location | From | To |
|---|---|---|
| NSW 2830 | 2019-03-04 | current |
| NSW 2830 | 2018-11-05 | 2019-03-04 |
| NSW 2830 | 2018-08-14 | 2018-11-05 |
| NSW 2830 | 2014-09-25 | 2018-08-14 |
| NSW 2830 | 2014-04-29 | 2014-09-25 |
| NSW 2830 | 2014-03-27 | 2014-04-29 |
| NSW 2830 | 2014-01-14 | 2014-03-26 |
| NSW 2830 | 2003-07-01 | 2014-01-14 |
| Status | From | To |
|---|---|---|
| Registered | 2003-07-07 | current |
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| Register Name | AFS Representative |
| AFS Representative Number | 000230973 |
| Appointment status | Current |
| AFS authorised representative start date | 2012-03-27 |
| AFS Representative's principal business address |
Dubbo NSW 2830 Australia |
| Can appoint other Australian Financial Services representatives | Yes |
| 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 |
| Register Name | AFS Representative |
| AFS Representative Number | 000230973 |
| Appointment status | Ceased |
| AFS authorised representative start date | 2003-07-07 |
| AFS authorised representative end date | 2012-03-26 |
| AFS Representative's principal business address |
Dubbo Australia |
| Can appoint other Australian Financial Services representatives | No |
| Australian Financial Services authorisations: | |
| AFS authorised representative will be assigned licence authorisations by the licensee | Yes |
| Register Name | Credit Representative |
| Credit Representative number | 419690 |
| Start date | 2012-03-30 |
| Principal business address |
Dubbo NSW 2830 |
| Member of | Financial Ombudsman Service |
| Credit representative will be assigned licence authorisations by the licensee | Same as Registrant |
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