Optimise Wealth Management Pty Ltd is a limited by shares Australian proprietary company. Located at NSW 2077 since 2014-09-21 the company is, as the updated on 2015-09-21 ABN database shows, registered. The company has been registered for Goods & Services Tax since 2004-03-01. Known company numbers for Optimise Wealth Management Pty Ltd are as follows: ACN - 107661316, Australian Business Number - 94107661316. Optimise Wealth Management Pty Ltd is one of the trading names this company has used, to be specific, the trading names list includes 2 positions that is Optimise Wealth Management Pty Ltd since 2004-03-04, Optimise Wealth Management Pty Ltd since 2004-03-01 to 2004-03-04. Family Equity is an example of a business name Optimise Wealth Management Pty Ltd used. The complete list includes 1 solitary business name. Family Equity was the company's business name from 2015-05-13 until 2015-09-21. Their official company name changed on 2004-03-01 to Optimise Wealth Management Pty Ltd. The company had used this name up until 2004-03-04. This Australian proprietary company was previously located in NSW 2077 (from 2013-12-13 to 2014-09-21), NSW 2077 (from 2005-10-28 to 2013-12-13), NSW 2250 (from 2004-03-01 to 2005-10-28). Aubiz
| Status | From | To |
|---|---|---|
| Active | 1st March 2004 | current |
| Name | From | To |
|---|---|---|
| Optimise Wealth Management Pty Ltd | 4th March 2004 | current |
| Optimise Wealth Management Pty Ltd | 1st March 2004 | 4th March 2004 |
| Name | From | To |
|---|---|---|
| Family Equity | 13th May 2015 | 21st September 2015 |
| Name | From | To |
|---|---|---|
| Optimise Wealth Management Pty Ltd | 4th March 2004 | current |
| Optimise Wealth Management Pty Ltd | 1st March 2004 | 4th March 2004 |
| Location | From | To |
|---|---|---|
| NSW 2077 | 21st September 2014 | current |
| NSW 2077 | 13th December 2013 | 21st September 2014 |
| NSW 2077 | 28th October 2005 | 13th December 2013 |
| NSW 2250 | 1st March 2004 | 28th October 2005 |
| Status | From | To |
|---|---|---|
| Registered | 1st March 2004 | current |
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| Lodgement date: | 6th January 2010 |
| Live or dead: | Live |
| CPI status: | Never Registered |
| Status: | AFS Indexing Approved |
| Mark code: | Trade Mark |
| Trademark type: | Word |
| Court orders: | No |
| Revocation of the acceptance: | No |
| Goods and services assistance: | Yes |
| Lodgement type: | AFS |
| Descriptive: | Growth Income Stream, Growth Income Portfolio, Growth Income Fund, Growth Income Assets |
| NICE class code: | 36 |
| NICE occ number: | 1 |
| NICE description text: | Advice On Finance For Retirement; Advisory Services Relating To Finance; Advisory Services Relating To Investment Finance; Consultancy Services Relating To Finance; Consultancy Services Relating To Personal Finance; Management Of Finances; Personal Finance Services |
| Suburb name: | Hornsby |
| Postcode: | 2077 |
| Australian state code: | NSW |
| Country code: | AU |
| Register Name | AFS Representative |
| AFS Representative Number | 000277760 |
| Appointment status | Current |
| AFS authorised representative start date | 1st July 2004 |
| AFS Representative's principal business address |
Hornsby NSW 2077 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 |
| Register Name | Credit Representative |
| Credit Representative number | 375007 |
| Start date | 22nd December 2010 |
| Principal business address |
Hornsby NSW 2077 |
| Member of | Financial Ombudsman Service |
| Credit representative will be assigned licence authorisations by the licensee | Different to Registrant |
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