| Serial Number | 79367036 |
| Word Mark | SIMPLY WEALTH GROUP |
| Filing Date | Thursday, March 9, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 30, 2024 |
| Registration Number | 7459172 |
| Registration Date | Tuesday, July 30, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 14, 2024 |
| Description of Mark | The mark consists of the word "SIMPLY WEALTH" in stylized black font above the word "GROUP" in stylized black font, with a black horizontal line on either side of the word "GROUP"; above the wording is the stylized representation of a city skyline wherein the buildings are outlined in yellow. The color white in the mark indicates background and is not claimed as a feature of the mark. |
| Goods and 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 |
| Indication of Colors claimed | The colors black and yellow are claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH GROUP" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, April 10, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Simply Wealth Group Pty Ltd |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 82 - NOT AVAILABLE |
| Address | Meadow Heights, VIC 3048 AU |
| Party Name | Simply Wealth Group Pty Ltd |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 82 - NOT AVAILABLE |
| Address | Meadow Heights, VIC 3048 AU |
| Party Name | Simply Wealth Group Pty Ltd |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 82 - NOT AVAILABLE |
| Address | Meadow Heights, VIC 3048 AU |
| Event Date | Event Description |
| Monday, April 10, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, April 7, 2023 | SN ASSIGNED FOR SECT 66A APPL FROM IB |
| Friday, April 14, 2023 | APPLICATION FILING RECEIPT MAILED |
| Thursday, December 7, 2023 | ASSIGNED TO EXAMINER |
| Tuesday, December 12, 2023 | NON-FINAL ACTION WRITTEN |
| Monday, December 18, 2023 | REFUSAL PROCESSED BY MPU |
| Wednesday, March 20, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, December 13, 2023 | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW |
| Tuesday, December 19, 2023 | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB |
| Monday, January 8, 2024 | REFUSAL PROCESSED BY IB |
| Wednesday, March 20, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, March 20, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, March 20, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, March 20, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, March 25, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, March 25, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, March 25, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 24, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 14, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 14, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 9, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, July 30, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 30, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Wednesday, October 30, 2024 | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB |