Wealthportal Pty Limited is a limited by shares Australian proprietary company. Located at NSW 2000 since 2020-06-07 the company is, as the updated on 2020-06-07 ABN database shows, registered. The company has been registered for Goods & Services Tax since 2009-01-01. Known company numbers for Wealthportal Pty Limited are as follows: ACN - 131002036, Australian Business Number - 61131002036. Wealthportal Pty Limited has been the company name since 2010-08-31. First Prudential Wealth Services is one of the trading names this company has used, to be specific, the trading names list includes 1 position that is First Prudential Wealth Services since 2009-01-01 to 2010-08-12. Their official company name changed on 2010-01-29 to Financial Prosperity Wealth Solutions Pty Limited. The company had used this name up until 2010-08-31. Additionally they had used First Prudential Wealth Services Pty Ltd from 2009-01-01 to 2010-01-29. This Australian proprietary company was previously located in NSW 2060 (from 2014-09-12 to 2020-06-07), NSW 2060 (from 2010-03-03 to 2014-09-12), NSW 2000 (from 2010-02-10 to 2010-03-03). Aubiz
| Status | From | To |
|---|---|---|
| Active | Thu, 1st Jan 2009 | current |
| Name | From | To |
|---|---|---|
| Wealthportal Pty Limited | Tue, 31st Aug 2010 | current |
| Financial Prosperity Wealth Solutions Pty Limited | Fri, 29th Jan 2010 | Tue, 31st Aug 2010 |
| First Prudential Wealth Services Pty Ltd | Thu, 1st Jan 2009 | Fri, 29th Jan 2010 |
| Name | From | To |
|---|---|---|
| First Prudential Wealth Services | Thu, 1st Jan 2009 | Thu, 12th Aug 2010 |
| Location | From | To |
|---|---|---|
| NSW 2000 | Sun, 7th Jun 2020 | current |
| NSW 2060 | Fri, 12th Sep 2014 | Sun, 7th Jun 2020 |
| NSW 2060 | Wed, 3rd Mar 2010 | Fri, 12th Sep 2014 |
| NSW 2000 | Wed, 10th Feb 2010 | Wed, 3rd Mar 2010 |
| NSW 2000 | Thu, 1st Jan 2009 | Wed, 10th Feb 2010 |
| Status | From | To |
|---|---|---|
| Registered | Thu, 1st Jan 2009 | current |
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| Application date: | Fri, 27th Jan 2012 |
| Lodgement date: | Fri, 27th Jan 2012 |
| Registered date: | Fri, 27th Jan 2012 |
| Live or dead: | Live |
| CPI status: | Registered |
| Status: | Registered/Protected |
| Mark code: | Trade Mark |
| Trademark type: | Word |
| Acceptance due date: | Thu, 10th May 2012 |
| Sealing due date: | Sat, 17th Nov 2012 |
| Registered from date: | Fri, 27th Jan 2012 |
| Sealing date: | Mon, 19th Nov 2012 |
| Renewal due date: | Thu, 27th Jan 2022 |
| Court orders: | No |
| Revocation of the acceptance: | No |
| Goods and services assistance: | No |
| Lodgement type: | Online |
| Descriptive: | Wealthdirect |
| Examination report number: | 1 |
| Examination class count: | 2 |
| NICE class code: | 35 |
| NICE occ number: | 1 |
| NICE description text: | Business Services Related To The Taking Over And Assumption Of Responsibility For Share And Managed Investment Funds; Services Of Tax Return Summaries And Taxation Reporting |
| Suburb name: | Sydney |
| Postcode: | 2000 |
| Australian state code: | NSW |
| Country code: | AU |
| Attorney code: | 96631 |
| Agency code: | WB |
| Transaction type: | Address for service of the trademark |
| Suburb name: | Glebe |
| Postcode: | 2037 |
| Australian state codee: | NSW |
| Attorney type: | Attorney |
| Country code: | AU |
| Application date: | Fri, 27th Jan 2012 |
| Lodgement date: | Fri, 27th Jan 2012 |
| Registered date: | Fri, 27th Jan 2012 |
| Live or dead: | Live |
| CPI status: | Registered |
| Status: | Registered/Protected |
| Mark code: | Trade Mark |
| Trademark type: | Word |
| Acceptance due date: | Fri, 27th Jun 2014 |
| Sealing due date: | Sat, 3rd Jan 2015 |
| Registered from date: | Fri, 27th Jan 2012 |
| Sealing date: | Mon, 12th Jan 2015 |
| Renewal due date: | Thu, 27th Jan 2022 |
| Court orders: | No |
| Revocation of the acceptance: | No |
| Goods and services assistance: | No |
| Lodgement type: | Online |
| Descriptive: | Wealthportal |
| Examination report number: | 1 |
| Examination class count: | 2 |
| NICE class code: | 35 |
| NICE occ number: | 1 |
| NICE description text: | Business Services Related To The Taking Over And Assumption Of Responsibility For Share And Managed Investment Funds; Services Of Tax Return Summaries And Taxation |
| Suburb name: | Sydney |
| Postcode: | 2000 |
| Australian state code: | NSW |
| Country code: | AU |
| Attorney code: | 96631 |
| Agency code: | WB |
| Transaction type: | Address for service of the trademark |
| Suburb name: | Glebe |
| Postcode: | 2037 |
| Australian state codee: | NSW |
| Attorney type: | Attorney |
| Country code: | AU |
| Application date: | Fri, 27th Jan 2012 |
| Lodgement date: | Fri, 27th Jan 2012 |
| Registered date: | Fri, 27th Jan 2012 |
| Live or dead: | Live |
| CPI status: | Registered |
| Status: | Registered/Protected |
| Mark code: | Trade Mark |
| Trademark type: | Composite |
| Acceptance due date: | Thu, 10th May 2012 |
| Sealing due date: | Sat, 17th Nov 2012 |
| Registered from date: | Fri, 27th Jan 2012 |
| Sealing date: | Mon, 19th Nov 2012 |
| Renewal due date: | Thu, 27th Jan 2022 |
| Court orders: | No |
| Revocation of the acceptance: | No |
| Goods and services assistance: | No |
| Lodgement type: | Online |
| Descriptive: | Wealthdirect Investor Directed |
| Device phrases: | 4 Circles,incomplete,eccentric |
| Examination report number: | 1 |
| Examination class count: | 2 |
| NICE class code: | 36 |
| NICE occ number: | 2 |
| NICE description text: | Securities And Eligible Managed Funds; Transfer Of Shares Services; Services Of Reinvestment Of Dividends And Net Proceeds Of Sales And Cash; Provision Of Margin Lending Products; Investment Reporting Services; Financial Investment Risk Assessment Services; Tax Effect Portfolio Management Services; Provision Of Advice Purchasing Securities And Managed Funds; Financial Of Rebalancing Investment Portfolios; Financial Services Of Advising On Tax Implications Of Rebalancing; Services Of Discretionary Management Of Share Funds; Financial Valuations Of Investment Portfolios |
| Suburb name: | Sydney |
| Postcode: | 2000 |
| Australian state code: | NSW |
| Country code: | AU |
| Attorney code: | 96631 |
| Agency code: | WB |
| Transaction type: | Address for service of the trademark |
| Suburb name: | Glebe |
| Postcode: | 2037 |
| Australian state codee: | NSW |
| Attorney type: | Attorney |
| Country code: | AU |
| Register Name | AFS Representative |
| AFS Representative Number | 000334027 |
| Appointment status | Current |
| AFS authorised representative start date | Sun, 1st Sep 2013 |
| AFS Representative's principal business address |
Sydney NSW 2000 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 |
| Register Name | AFS Representative |
| AFS Representative Number | 000334027 |
| Appointment status | Ceased |
| AFS authorised representative start date | Fri, 28th Nov 2008 |
| AFS authorised representative end date | Sat, 31st Aug 2013 |
| AFS Representative's principal business address |
Sydney Australia |
| Can appoint other Australian Financial Services representatives | Yes |
| Australian Financial Services authorisations: | |
| AFS authorised representative will be assigned licence authorisations by the licensee | Yes |
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