on 20 Feb 2024
Last Applicant/ Owned by
Level 12 1 Nicholson St
East Melbourne, VIC
AU
3002
Serial Number
97174419 filed on 15th Dec 2021
Registration Number
7311973 registered on 20th Feb 2024
Correspondent Address
DANNA J. COTMAN, ESQ.
Filing Basis
1. intent to use
Disclaimer
NO DATA
Online provision of non-downloadable web-based software and non-downloadable applications for use in database management, for producing financial models for use by financial advisors; Online provision of non-downloadable web-based software and applications for managing bank accounts, pension accounts, loan accounts, equity accounts and retirement savings accounts; Online provision of non-downloada Read More
Online provision of non-downloadable web-based software and non-downloadable applications for use in database management, for producing financial models for use by financial advisors; Online provision of non-downloadable web-based software and applications for managing bank accounts, pension accounts, loan accounts, equity accounts and retirement savings accounts; Online provision of non-downloadable web-based software and applications for use in creating and monitoring budgets, financial plans, financial investments, loan repayments and retirement savings plans; Hosting digital content on the Internet, namely, hosting of databases; Software as a service (SaaS), namely, hosting software for database management for use by financial advisors; Software as a service (SaaS), namely, hosting software for producing financial models; Software as a service (SaaS), namely, hosting software for managing bank accounts, pension accounts, loan accounts, equity accounts and retirement savings accounts; Software as a service (SaaS), namely, hosting software for use in creating and monitoring budgets, financial plans, financial investments, loan repayments and retirement savings plans; All of the foregoing in relation to banking, loan services, equity financing and pension plans and schemes
Financing services for securing of funds, namely, sourcing and securing loans and mortgages from third party financial services providers; Financial administration of pension funds and schemes; Annuity services, namely, underwriting, issuance, investment management and administration of annuities; Capital investment services; Equity financing; Equity release services, namely, providing home equity lines of credit; Fiscal valuations; Consumer lending services, namely, mortgage lending and provision of home equity lines of credit; Financial investments, namely, equity capital investment; Mortgage lending for residential properties; Mortgage financing, namely, lending on mortgage; Capital investment; Financial portfolio management; Providing financial assessment services to retirees and the elderly; Financial intermediary services, namely, facilitating the channeling of funds between lenders and borrowers by connecting those with a financial surplus with those having a financial deficit; Financial management; Financial modelling, namely, financial forecasting and budget analysis; Financing of home loans; Security services, namely, guaranteeing loans; Financing of guaranteed loans, namely, providing loans secured by residential real property; Investment management services; Loan financing; Loan services; Financial management of pension funds and schemes; Mortgage services, including reverse mortgages, namely, mortgage financing services and mortgage procurement for others; Mortgage banking and brokerage; Mortgage and savings services, namely, savings and loan services; Mortgage financing services; Mortgage protection policies, namely, underwriting, issuance and administration of mortgage guarantee insurance; Financial management of pension and retirement and superannuation plans and funds; Financial pension fund management; Pension plan services, namely, financial management and administration of pension plans; Pension scheme services, namely, financial management and administration of pension schemes; Home loan services, namely, home equity loans; Advisory, consultancy and information services, including online, in relation to aforesaid services; Advisory, consultancy and information services in relation to finance and investment for retirement, financial planning and wealth creation, financial matters, personal finance, personal financial planning, money management, financial retirement plans, financial risk management, taxation implications of financial and investment decisions and reverse mortgages financing; Administration of financial affairs, namely, managing the financial affairs of individuals, couples and families; Financial advice; Financial planning; Financial investment research services; Financial investment analysis; Financial investment planning; Financial pension advisory and consultancy services; Preparation and analysis of financial reports; Real estate valuation
Business administration services in the field of trusts, unit trusts, and pension funds and schemes; Providing business intelligence services; Business records management; Clerical services; Services consisting of the registration, collection, transcription, compilation and systemization of written communications and data; Compilation of business and commercial information, including in relation to companies, trusts, unit trusts and pension funds and schemes; Economic forecasting services; Financial auditing; Market analysis; Outsourced administrative management for companies, trusts, unit trusts, and pension funds and schemes; Preparation of economic reports; Tax advisory services; Updating and maintenance of data in computer databases; Updating and maintenance of information in registries; Advisory, consultancy and information services, including online, in relation to the aforesaid services; Business advisory and consultancy services relating to the administration, business and corporate management of companies, trusts, unit trusts, and pension funds and schemes; Providing information, including online, about advertising, business management and administration and office functions
Downloadable computer software for database management for use by financial advisors; Downloadable computer software for managing bank accounts, pension accounts, loan accounts, equity accounts and retirement savings accounts; Downloadable mobile applications for use in managing financial accounts; Downloadable computer application software for mobile phones, namely, software for creating and monitoring budgets, financial plans, financial investments, loan repayments and retirement savings plans; Downloadable electronic publications in the nature of brochures, newsletters, magazines, guides and manuals in the fields of retirement planning, equity financing, mortgage lending and financial portfolio management; Downloadable and recorded computer programs relating to loan services, equity financing and pension plans and schemes
No 97174419
No Service Mark
No 20531-T003
Yes
No
No
Yes
No
No
No
No
Status Date | Action Taken |
---|---|
20th Feb 2024 | REGISTERED-SUPPLEMENTAL REGISTER |
20th Feb 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
16th Jan 2024 | ELECTRONIC RECORD REVIEW COMPLETE |
12th Jan 2024 | ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED |
10th Jan 2024 | EXPARTE APPEAL TERMINATED |
09th Jan 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
09th Jan 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
09th Jan 2024 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
08th Jan 2024 | EXPARTE APPEAL RECEIVED AT TTAB |
08th Jan 2024 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |