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Trademark
Owner
Trademark: WEALTH DEPOT 1644662
Word
WEALTH DEPOT
ID
1644662
Trademark Type
Word
Status
Registered: Renewal due
Application Date
02 September 2014
Registration Date
02 September 2014
Renewal Date
02 September 2024
Owner(s)
Optimum Financial Balance Pty Ltd as trustee for OFB Business Trust
,
ORUM Pty Ltd as trustee for ORUM Unit Trust
Service
Intellepro Patent & Trade Mark Attorneys
Goods and Services:
Class 9
:
Computer programs for financial management
;
Computer programs for financial reporting
;
Computer programs relating to financial matters
;
Multifunction cards (encoded) for financial services
;
Value cards for financial purposes (machine readable or magnetic)
;
Business programmes for computers
;
Computer programs for use in insurance
;
Computer programs (downloadable software)
;
Computer programs for use in database management
;
Education software
;
Interactive education software
;
Electronic and recorded multimedia publications
;
Electronic publications (downloadable)
Class 16
:
Books relating to financial investments
;
Books relating to financial services
;
Financial documents
;
Financial newsletters
;
Financial planning guides
;
Newsletters relating to financial matters
;
Newspapers relating to financial subjects
;
Periodical publications relating to consumer financial services
;
Printed matter relating to financial services
;
Printed publications relating to financial services
;
Stationery for use in the carrying out of financial transactions
;
Books relating to business
;
Newsletters relating to insurance
;
Printed matter
;
Management guides (printed publications)
;
Newsletters relating to risk management
;
Educational materials (other than apparatus) for use in teaching
;
Printed matter for educational purposes
;
Manuals in the form of periodical publications
;
Periodic publications
;
Periodical publications featuring investment information
;
Printed publications
Class 35
:
Administration of business affairs
;
Administration relating to business appraisal
;
Administration relating to business planning
;
Advice relating to the acquisition of businesses
;
Advice relating to the sale of businesses
;
Advisory services relating to business planning
;
Advisory services relating to business risk management
;
Benchmarking (evaluation of business organisation practices)
;
Business accounts management
;
Business acquisitions consulting services
;
Business advice
;
Business management
;
Business management advice
;
Business management and administration services supporting utilisation of a global computer network
;
Business strategic planning
;
Chartered accountancy business services
;
Compilation of business data
;
Executors of estates, businesses, real property, securities and pension and other employee benefit plans
;
Professional business consultancy
;
Providing information, including online, about advertising, business management and administration and office functions
;
Provision of business management assistance
;
Tax services (business management and accountancy services)
;
Team building (personnel management)
;
Advice on tax preparation
;
Preparation of documents relating to taxation
;
Preparation of tax returns
;
Tax advice (accountancy)
;
Tax assessment (accountancy) consultancy
;
Tax assessment (accounts) preparation
;
Tax consultancy (accountancy)
;
Tax planning (accountancy)
;
Taxation (accountancy) advice
Class 36
:
Administration of financial affairs
;
Advisory services relating to (financial) risk management
;
Advisory services relating to financial matters
;
Advisory services relating to financial planning
;
Business appraisals for financial valuation
;
Collection of financial information
;
Computerised financial services
;
Conducting financial feasibility studies
;
Consultations (Financial)
;
Estate planning services (arranging financial affairs)
;
Financial advice relating to taxation
;
Financial advice relating to wills
;
Financial advisory services for companies
;
Financial advisory services for individuals
;
Financial advisory services relating to retirement plans
;
Financial advisory services relating to tax
;
Financial analysis
;
Financial appraisals
;
Financial asset management
;
Financial evaluation (insurance, banking, real estate)
;
Financial fund management
;
Financial investment advisory services
;
Financial investment management services
;
Financial investment research services
;
Financial loss management
;
Financial management
;
Financial management advisory services
;
Financial modelling services
;
Financial planning
;
Financial portfolio management
;
Financial risk management
;
Financial strategy consultancy services
;
Financial trust management
;
Management of financial assets
;
Monitoring of financial portfolios
;
Pension fund financial management
;
Personal financial planning advisory services
;
Preparation and analysis of financial reports
;
Providing financial information via a web site
;
Providing information, including online, about insurance, financial and monetary affairs and real estate affairs
;
Provision of financial information
;
Provision of tax advice (financial)
;
Real estate assessment (financial)
;
Risk management (financial)
;
Tax financial planning
;
Tax services (financial)
;
Insurance for businesses
;
Investment business services
;
Advice relating to insurance
;
Arranging of insurance
;
Insurance
;
Monetary affairs consultancy
;
Advisory services relating to money management
;
Capital fund management
;
Cash management
;
Corporate funds management
;
Estate management
;
Insurance management services
;
Insurance risk management
;
Interest rate risk management
;
Investment asset management
;
Investment fund management
;
Investment management
;
Investment portfolio management services
;
Investment trust management
;
Management consultancy relating to insurance
;
Management of finances
;
Management of funds
;
Management of investments
;
Management of pension funds
;
Management of property
;
Management of real estate
;
Management of securities
;
Management of shares
;
Management of unit trusts
;
Management pensions schemes
;
Mortgage investment management
;
Mutual fund management
;
Pension fund investment management
;
Portfolio investment management
;
Portfolio management
;
Property portfolio management
;
Time-share property management
;
Unit trust management
;
Venture capital fund management
;
Administration of fund investment
;
Administration of group insurance
;
Administration of insurance business
;
Administration of insurance plans
;
Administration of insurance portfolios
;
Administration of investments
;
Administration of pension funds
;
Administration of pension schemes
;
Administration of trusts
;
Insurance administration
;
Advice relating to pensions
;
Insurance services relating to pension funds
;
Monitoring of pension funds
;
Pension and retirement and superannuation plans and funds
;
Pension fund management
Class 41
:
Business educational services
;
Business training consultancy services
;
Business training services
;
Legal education services
;
Publishing of printed matter
;
Advisory services relating to education
;
Education services
;
Publication of educational materials
;
Providing online electronic publications (not downloadable)
Class 45
:
Administration services (legal) for businesses
;
Administration of legal estates
;
Legal advice
;
Legal advocacy services
;
Legal consultancy services
;
Legal services
;
Monitoring intellectual property rights for legal advisory purposes
;
Personal advice services relating to matrimonial matters (non-legal)
;
Providing information, including online, about legal services
;
Registration services (legal)