General information

Wealth & Tax Management Limited

Type: NZ Limited Company (Ltd)
9429036430291
New Zealand Business Number
1222072
Company Number
Registered
Company Status

Wealth & Tax Management Limited (issued an NZ business identifier of 9429036430291) was launched on 28 Jun 2002. 2 addresses are currently in use by the company: 7 Oates Street, Stokes Valley, Lower Hutt, 5019 (type: physical, registered). 7 Oates Street, Stokes Valley, Lower Hutt had been their physical address, until 17 Feb 2014. Wealth & Tax Management Limited used other aliases, namely: Taxation Management Limited from 28 Jun 2002 to 16 Nov 2007. 100 shares are allotted to 7 shareholders who belong to 4 shareholder groups. The first group includes 2 entities and holds 45 shares (45 per cent of shares), namely:
O'grady, Pamela Leone (an individual) located at Stokes Valley, Lower Hutt postcode 5019,
Burr, Valerie Anne (an individual) located at Palmerston North. In the second group, a total of 3 shareholders hold 45 per cent of all shares (45 shares); it includes
Kml Trustees Limited (an entity) - located at Lower Hutt,
O'grady, Shawn Francis Patrick (an individual) - located at Stokes Valley, Lower Hutt,
O'grady, Dennis Peter (an individual) - located at Stokes Valley, Lower Hutt. Moving on to the 3rd group of shareholders, share allotment (5 shares, 5%) belongs to 1 entity, namely:
O'grady, Pamela Leone, located at Stokes Valley, Lower Hutt (an individual). Businesscheck's database was last updated on 29 Feb 2024.

Current address Type Used since
7 Oates Street, Stokes Valley, Lower Hutt, 5019 Physical & registered & service 17 Feb 2014
Directors
Name and Address Role Period
Pamela Leone O'grady
Stokes Valley, Lower Hutt, 5019
Address used since 01 Feb 2016
Director 28 Jun 2002 - current
Dennis Peter O'grady
Stokes Valley, Lower Hutt, 5019
Address used since 01 Feb 2016
Director 28 Jun 2002 - 06 Aug 2023
Addresses
Previous address Type Period
7 Oates Street, Stokes Valley, Lower Hutt Physical & registered 28 Jun 2002 - 17 Feb 2014
Financial Data
Financial info
100
Total number of Shares
February
Annual return filing month
06 Mar 2023
Annual return last filed
NZ
Country of origin
Shares Allocation #1 Number of Shares: 45
Shareholder Name Address Period
O'grady, Pamela Leone
Individual
Stokes Valley
Lower Hutt
5019
25 Feb 2004 - current
Burr, Valerie Anne
Individual
Palmerston North
26 Apr 2005 - current
Shares Allocation #2 Number of Shares: 45
Shareholder Name Address Period
Kml Trustees Limited
Shareholder NZBN: 9429034802632
Entity (NZ Limited Company)
Lower Hutt
5010
10 Oct 2023 - current
O'grady, Shawn Francis Patrick
Individual
Stokes Valley
Lower Hutt
5019
10 Oct 2023 - current
O'grady, Dennis Peter
Individual
Stokes Valley
Lower Hutt
5019
25 Feb 2004 - current
Shares Allocation #3 Number of Shares: 5
Shareholder Name Address Period
O'grady, Pamela Leone
Individual
Stokes Valley
Lower Hutt
5019
25 Feb 2004 - current
Shares Allocation #4 Number of Shares: 5
Shareholder Name Address Period
O'grady, Dennis Peter
Individual
Stokes Valley
Lower Hutt
5019
25 Feb 2004 - current

Historic shareholders

Shareholder Name Address Period
Tararua Trustees Limited
Shareholder NZBN: 9429037200466
Company Number: 1047752
Entity
Palmerston North
4410
26 Apr 2005 - 10 Oct 2023
Mcleod, Peter John
Individual
Westfield Towers
45 Knights Road, Lower Hutt
26 Apr 2005 - 10 Oct 2023
Location
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