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Totara Wealth Management Limited

Type: NZ Limited Company (Ltd)
9429046062819
NZBN
6264543
Company Number
Registered
Company Status
No Abn Number
Australian Business Number
K641915
Industry classification code
Financial Service Nec
Industry classification description
Current address
Po Box 1419
Nelson
Nelson 7040
New Zealand
Postal address used since 04 Mar 2020
Level 1, 15 Bridge Street
Nelson
Nelson 7010
New Zealand
Office & delivery address used since 04 Mar 2020
Level 1, 15 Bridge Street
Nelson
Nelson 7010
New Zealand
Registered & physical & service address used since 12 Mar 2020

Totara Wealth Management Limited, a registered company, was registered on 06 Apr 2017. 9429046062819 is the business number it was issued. "Financial service nec" (business classification K641915) is how the company has been categorised. The company has been run by 6 directors: Richard John Harden - an active director whose contract started on 06 Apr 2017,
Rebecca Bronwen Garvey Eele - an active director whose contract started on 13 May 2022,
Bonnie Fredrik Mikael Ohlsson - an inactive director whose contract started on 13 May 2022 and was terminated on 18 Jan 2024,
Meredith Jane Cornelius - an inactive director whose contract started on 01 Jul 2020 and was terminated on 13 May 2022,
Richard Alan Charles Grimes - an inactive director whose contract started on 01 Aug 2017 and was terminated on 01 Apr 2020.
Last updated on 09 Mar 2024, the BizDb database contains detailed information about 3 addresses this company uses, specifically: Level 1, 15 Bridge Street, Nelson, Nelson, 7010 (registered address),
Level 1, 15 Bridge Street, Nelson, Nelson, 7010 (physical address),
Level 1, 15 Bridge Street, Nelson, Nelson, 7010 (service address),
Po Box 1419, Nelson, Nelson, 7040 (postal address) among others.
Totara Wealth Management Limited had been using 15 Bridge Street, Nelson, Nelson as their physical address up to 12 Mar 2020.
A total of 8400 shares are allocated to 2 shareholders (2 groups). The first group consists of 6720 shares (80%) held by 1 entity. Next there is the second group which consists of 1 shareholder in control of 1680 shares (20%).

Addresses

Principal place of activity

Level 1, 15 Bridge Street, Nelson, Nelson, 7010 New Zealand


Previous addresses

Address #1: 15 Bridge Street, Nelson, Nelson, 7010 New Zealand

Physical & registered address used from 09 Aug 2017 to 12 Mar 2020

Address #2: 9 Morrison Street, Nelson, 7010 New Zealand

Registered & physical address used from 06 Apr 2017 to 09 Aug 2017

Contact info
64 3 5489000
06 Mar 2019 Phone
ry@totarawealth.co.nz
06 Mar 2024 nzbn-reserved-invoice-email-address-purpose
rh@totarawealth.co.nz
04 Mar 2020 nzbn-reserved-invoice-email-address-purpose
info@totarawealth.co.nz
06 Mar 2019 Email
www.totarawealth.co.nz
06 Mar 2019 Website
Financial Data

Basic Financial info

Total number of Shares: 8400

Annual return filing month: March

Financial report filing month: March

Annual return last filed: 05 Mar 2024

Country of origin: NZ


Shareholder Type Shareholder Name Address
Shares Allocation #1 Number of Shares: 6720
Entity (NZ Limited Company) Amplifi Holdings Limited
Shareholder NZBN: 9429050317653
Level 3
Tauranga
3110
New Zealand
Shares Allocation #2 Number of Shares: 1680
Entity (NZ Limited Company) R J Harden Limited
Shareholder NZBN: 9429036244324
Nelson
Nelson
7010
New Zealand

Previous Shareholders

Shareholder Type Shareholder Name Address
Entity R A C Grimes Limited
Shareholder NZBN: 9429046177773
Company Number: 6305910
Entity Financial Strategies Nelson Limited
Shareholder NZBN: 9429034103241
Company Number: 1819619
Entity R A C Grimes Limited
Shareholder NZBN: 9429046177773
Company Number: 6305910
Nelson
Nelson
7010
New Zealand
Entity R A C Grimes Limited
Shareholder NZBN: 9429046177773
Company Number: 6305910
Nelson
Nelson
7010
New Zealand
Entity Financial Strategies Nelson Limited
Shareholder NZBN: 9429034103241
Company Number: 1819619
Nelson
7010
New Zealand
Directors

Richard John Harden - Director

Appointment date: 06 Apr 2017

Address: Nelson South, Nelson, 7010 New Zealand

Address used since 06 Apr 2017


Rebecca Bronwen Garvey Eele - Director

Appointment date: 13 May 2022

Address: Takapuna, Auckland, 0622 New Zealand

Address used since 13 May 2022


Bonnie Fredrik Mikael Ohlsson - Director (Inactive)

Appointment date: 13 May 2022

Termination date: 18 Jan 2024

Address: Stanley Point, Auckland, 0624 New Zealand

Address used since 13 May 2022


Meredith Jane Cornelius - Director (Inactive)

Appointment date: 01 Jul 2020

Termination date: 13 May 2022

Address: Atawhai, Nelson, 7010 New Zealand

Address used since 01 Jul 2020


Richard Alan Charles Grimes - Director (Inactive)

Appointment date: 01 Aug 2017

Termination date: 01 Apr 2020

Address: Nelson, Nelson, 7010 New Zealand

Address used since 01 Aug 2017


Meredith Jane Cornelius - Director (Inactive)

Appointment date: 06 Apr 2017

Termination date: 10 Jan 2020

Address: Atawhai, Nelson, 7010 New Zealand

Address used since 06 Apr 2017

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