SIMPLY WEALTH GROUP
LIVE

Serial Number

79367036

Owner

Simply Wealth Group Pty Ltd

Attorney

Joshua M. Gerben, Esq.

Filing Date

Mar 9, 2023

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SIMPLY WEALTH GROUP Trademark

Serial Number: 79367036 • Registration: 7459172

SIMPLY WEALTH GROUP is a trademark filed by Simply Wealth Group Pty Ltd on March 9, 2023. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Simply Wealth Group Pty Ltd

8 Coram Ct
Meadow Heights, VIC 3048 , AU

Entity Type: 82

Trademark Details

Filing Date

March 9, 2023

Registration Date

July 30, 2024

Published for Opposition

May 14, 2024

Goods & Services

Financial and investment services, namely, asset and investment acquisition for financial investment; advisory services relating to financial matters; advisory services relating to financial planning; agencies for the exchange of financial operations, namely, conducting a securities and derivatives exchange; stock brokerage services relating to financial instruments; consultation services relating to financial matters; financial advice; financial information featuring estimates for financial purposes; financial advice relating to taxation; financial advice relating to wills; financial advisory services; financial advisory services for companies; financial advisory services for individuals; financial advisory services relating to retirement plans; financial advisory services relating to tax; financial advisory services relating to taxation; financial affairs, namely, financial information, management and analysis services; financial analysis; financial assessments for insurance purposes; financial consultancy; financial consultation services; financial evaluations for insurance purposes; financial information services; financial investment; financial investment advisory services; financial investment management services; financial investment research services; financial management advisory services; financial management; financial management of investments; financial research; financial services, namely, financial information, management and analysis services; financial strategy consultancy services; financial trust management; financial trust administration services; financial valuation services; financial valuations; provision of financial information; financial advice relating to tax for tax financial planning; financial consultancy services relating to taxation; financial advice relating to tax for taxation financial planning; financial risk management; financial evaluation of real property; provision of information relating to financial services; real estate agency services for the selling on commission of real property; commercial property investment services; real estate agency services for domestic property finding; financial research services relating to real estate; financial assessment of real estate; agency services for the leasing of real estate property; advisory services relating to real estate ownership; advisory services relating to real estate valuations; appraisal of real estate; brokerage of real estate; brokerage of virtual real estate; capital investment in real estate; commercial real estate agency services; consultation services relating to real estate; evaluation of real estate; financing of real estate developments; insurance brokerage services relating to real estate; leasing of real estate; providing financial information, including online, in the field of insurance, financial and monetary affairs and real estate affairs; provision of information in relation to real estate; provision of information relating to real estate; real estate advisory services; real estate affairs, namely, real estate consultation; services performed by real estate agencies; real estate agency services; real estate agents services; real estate appraisal; real estate brokerage; real estate consultancy; real estate financing; real estate investment; real estate investment advice; real estate investment management; real estate investment services; real estate leasing; real estate management; real estate brokerage services relating to property development; real estate brokerage services relating to real estate development; real estate valuations; real estate agency services for the subdivision of real estate; financial portfolio management; investment portfolio management services; financial portfolio counselling services; financial portfolio investment management; real property portfolio management; advisory services relating to financial risk management; advisory services relating to financial investment; advisory services relating to banking; financial advisory services relating to credit; advisory services relating to finance; advice relating to mortgages for residential properties; advice services relating to enhancement of mortgages; advisory services relating to mortgages; agency services for financial lending on mortgage; commercial mortgage brokerage; financial information services in the nature of online mortgage repayment calculation; mortgaging debt management; mortgage refinancing services; financial information services in the nature of mortgage repayment calculation, provided online; financial advisory services for the development of mortgage protection policies; mortgage lending; mortgage investment management; mortgage financing services; mortgage brokering; mortgage brokerage services; mortgage banking; mortgage advice; provision of real estate loan financing; financial loan services, namely, loan financing; advisory services relating to loan financing services; advice relating to loan recovery services; financing of home loans; financing of personal loans; financing of mortgage loans; mortgage loan financing services; secured loan financing; provision of financing for secured loans; provision of financing for mortgage loans; provision of financing for loans; provision of financing for home loans; personal loan financing services; loan financing services; loan financing; loan financing for loans against securities; rental of real estate; real property rental; apartment rental agency; accommodation rental agency, namely, rental of apartments and real estate; apartment rental services; rental of accommodation in the nature of apartments; rental of buildings for permanent occupancy; rental of commercial premises in the nature of office space; rental of office space; rental of space in offices

Filing History

FINAL DECISION TRANSACTION PROCESSED BY IB
Feb 15, 2025 FINO
FINAL DISPOSITION NOTICE SENT TO IB
Jan 23, 2025 FICS
FINAL DISPOSITION PROCESSED
Jan 23, 2025 FIMP
FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB
Oct 30, 2024 FICR
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jul 30, 2024 NRCC
REGISTERED-PRINCIPAL REGISTER
Jul 30, 2024 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
May 14, 2024 NPUB
PUBLISHED FOR OPPOSITION
May 14, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 24, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 9, 2024 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 25, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 25, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 25, 2024 TROA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 20, 2024 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Mar 20, 2024 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Mar 20, 2024 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Mar 20, 2024 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Mar 20, 2024 COAR
REFUSAL PROCESSED BY IB
Jan 8, 2024 RFNT
NON-FINAL ACTION MAILED - REFUSAL SENT TO IB
Dec 19, 2023 RFCS
REFUSAL PROCESSED BY MPU
Dec 18, 2023 RFRR
NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW
Dec 13, 2023 RFCR
NON-FINAL ACTION WRITTEN
Dec 12, 2023 CNRT
ASSIGNED TO EXAMINER
Dec 7, 2023 DOCK
APPLICATION FILING RECEIPT MAILED
Apr 14, 2023 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 10, 2023 NWOS
SN ASSIGNED FOR SECT 66A APPL FROM IB
Apr 7, 2023 REPR