Sa Portfolio Planners Pty Ltd is a limited by shares Australian proprietary company. Located at SA 5000 since 2019-02-12 the company is, as the updated on 2020-05-27 ABN database shows, registered. The company has been registered for Goods & Services Tax since 2000-07-01. Known company numbers for Sa Portfolio Planners Pty Ltd are as follows: ACN - 008163522, Australian Business Number - 49008163522. First Principles Financial Planning is an example of a business name Sa Portfolio Planners Pty Ltd used. The complete list includes 1 solitary business name. First Principles Financial Planning was the company's business name from 2020-05-27. Their official company name changed on 2000-03-17 to S A Portfolio Planners Pty Ltd. The company had used this name up until 2000-05-30. This Australian proprietary company was previously located in SA 5000 (from 2015-02-07 to 2019-02-12), SA 5006 (from 2014-09-24 to 2015-02-07), SA 5006 (from 2014-03-28 to 2014-09-24).
| Status | From | To |
|---|---|---|
| Active | Fri, 17th Mar 2000 | current |
| Name | From | To |
|---|---|---|
| S.a. Portfolio Planners Pty. Ltd. | Tue, 30th May 2000 | current |
| S A Portfolio Planners Pty Ltd | Fri, 17th Mar 2000 | Tue, 30th May 2000 |
| Name | From | To |
|---|---|---|
| First Principles Financial Planning | Wed, 27th May 2020 | current |
| Location | From | To |
|---|---|---|
| SA 5000 | Tue, 12th Feb 2019 | current |
| SA 5000 | Sat, 7th Feb 2015 | Tue, 12th Feb 2019 |
| SA 5006 | Wed, 24th Sep 2014 | Sat, 7th Feb 2015 |
| SA 5006 | Fri, 28th Mar 2014 | Wed, 24th Sep 2014 |
| SA 5006 | Fri, 17th Jan 2014 | Thu, 27th Mar 2014 |
| SA 5006 | Mon, 22nd May 2006 | Fri, 17th Jan 2014 |
| SA 5006 | Fri, 17th Mar 2000 | Mon, 22nd May 2006 |
| Status | From | To |
|---|---|---|
| Registered | Sat, 1st Jul 2000 | current |
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| Register Name | AFS Representative |
| AFS Representative Number | 000242050 |
| Appointment status | Current |
| AFS authorised representative start date | Mon, 1st Dec 2003 |
| AFS Representative's principal business address |
Adelaide SA 5000 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 | 366949 |
| Start date | Thu, 27th Jan 2011 |
| Principal business address |
Adelaide SA 5000 |
| Member of | Financial Ombudsman Service |
| Credit representative will be assigned licence authorisations by the licensee | Different to Registrant |
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