| Company | Timeline | Status | |
| Heritage Financial Planning Limited Director • Financial Adviser | 28 Jun 2018←7 Years→Current | Active | |
| Heritage Financial Solutions Ltd Director • Financial Services | 9 Jan 2014←9 Years→31 Jan 2023 | Dissolved | |
| Heritage Wealth Management Limited Director • Financial Adviser | 5 Aug 2010←15 Years→Current | Active | |
