General information

Strategic Financial Planning Limited

Type: NZ Limited Company (Ltd)
9429039186140
New Zealand Business Number
481458
Company Number
Registered
Company Status
No ABN Number
Australian Business Number
K641940 - Portfolio Investment Management Service
Industry classification codes with description

Strategic Financial Planning Limited (issued a New Zealand Business Number of 9429039186140) was registered on 06 Sep 1990. 8 addresess are currently in use by the company: 29 Kiteroa Place, Cashmere, Christchurch, 8022 (type: postal, office). 31 Kiteroa Place, Cashmere, Christchurch had been their registered address, until 21 Dec 2018. 100 shares are issued to 6 shareholders who belong to 4 shareholder groups. The first group includes 1 entity and holds 50 shares (50% of shares), namely:
Walmisley, Simon Robert (a director) located at Papanui, Christchurch postcode 8053. When considering the second group, a total of 3 shareholders hold 48% of all shares (48 shares); it includes
Pf Trustee No.1 Limited (an entity) - located at Riccarton, Christchurch,
Taylor, Michael Alan (an individual) - located at Cashmere, Christchurch,
Taylor, Alison Mary (an individual) - located at Cashmere, Christchurch. Next there is the next group of shareholders, share allocation (1 share, 1%) belongs to 1 entity, namely:
Taylor, Alison Mary, located at Cashmere, Christchurch (an individual). "Portfolio investment management service" (business classification K641940) is the category the Australian Bureau of Statistics issued to Strategic Financial Planning Limited. Our data was last updated on 24 May 2025.

Current address Type Used since
31 Kiteroa Place, Cashmere, Christchurch Other (Address for Records) 10 Aug 2001
29 Kiteroa Place, Cashmere, Christchurch, 8022 Other (Address for Records) & records (Address for Records) 13 Dec 2018
29 Kiteroa Place, Cashmere, Christchurch, 8022 Physical & registered & service 21 Dec 2018
29 Kiteroa Place, Cashmere, Christchurch, 8022 Postal & delivery 09 Oct 2019
Contact info
64 274 377804
Phone (Phone)
michael@strategicfp.co.nz
Email (nzbn-reserved-invoice-email-address-purpose)
michael@strategicfp.co.nz
Email
www.strategicfp.co.nz
Website
Directors
Name and Address Role Period
Michael Alan Taylor
Cashmere, Christchurch, 8022
Address used since 05 Oct 2016
Director 16 Oct 1990 - current
Simon Robert Walmisley
Papanui, Christchurch, 8053
Address used since 29 Oct 2024
Director 29 Oct 2024 - current
Alison Mary Taylor
Christchurch, 8022
Address used since 05 Oct 2016
Director 16 Oct 1990 - 14 Feb 2020
Addresses
Other active addresses
Type Used since
29 Kiteroa Place, Cashmere, Christchurch, 8022 Postal & delivery 09 Oct 2019
69 Corsair Drive, Wigram, Christchurch, 8042 Office 09 Oct 2019
Principal place of activity
69 Corsair Drive , Wigram , Christchurch , 8042
Previous address Type Period
31 Kiteroa Place, Cashmere, Christchurch, 8022 Registered & physical 14 Oct 2011 - 21 Dec 2018
Unit 2 62 Gloucester St, Chirstchurch Registered 02 Jul 2009 - 14 Oct 2011
Unit 2 62 Gloucester St, Christchurch Physical 02 Jul 2009 - 14 Oct 2011
23 Sir William Pickering Drive, Christchurch Registered 28 Jun 2006 - 02 Jul 2009
23 Sir William Pickering Drive, Canterbury Technology Park, Christchurch Physical 25 Aug 2004 - 02 Jul 2009
1 Merton Place, Christchurch 5 Registered 30 Aug 2000 - 28 Jun 2006
Unit 11, St James Court, 77 Gloucester Street, Christchurch Physical 01 Jul 1997 - 25 Aug 2004
1 Merton Place, Christchurch 5 Physical 01 Jul 1997 - 01 Jul 1997
Financial Data
Financial info
100
Total number of Shares
October
Annual return filing month
29 Oct 2024
Annual return last filed
NZ
Country of origin
Shares Allocation #1 Number of Shares: 50
Shareholder Name Address Period
Walmisley, Simon Robert
Director
Papanui
Christchurch
8053
29 Oct 2024 - current
Shares Allocation #2 Number of Shares: 48
Shareholder Name Address Period
Pf Trustee No.1 Limited
Shareholder NZBN: 9429037366544
Entity (NZ Limited Company)
Riccarton
Christchurch
8041
06 Sep 1990 - current
Taylor, Michael Alan
Individual
Cashmere
Christchurch
8022
06 Sep 1990 - current
Taylor, Alison Mary
Individual
Cashmere
Christchurch
8022
06 Sep 1990 - current
Shares Allocation #3 Number of Shares: 1
Shareholder Name Address Period
Taylor, Alison Mary
Individual
Cashmere
Christchurch
8022
06 Sep 1990 - current
Shares Allocation #4 Number of Shares: 1
Shareholder Name Address Period
Taylor, Michael Alan
Individual
Cashmere
Christchurch
8022
06 Sep 1990 - current
Location
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