| Company | Timeline | Status | |
| Flowers McEwan Limited Director • Company Director | 9 Apr 2024←6 Months→30 Oct 2024 | Active | |
| Lee Strathy Limited Director • Director | 29 Nov 2019←4 Years→30 Oct 2024 | Active | |
| Upstanding Ventures Limited Director • Company Director | 1 Nov 2019←6 Years→Current | Active | |
| Tag Financial Planning Limited Director • Company Director | 30 Nov 2018←5 Years→30 Oct 2024 | Active | |
| Watson Laird Limited Director • Company Director | 30 Apr 2018←6 Years→30 Oct 2024 | Active | |
| Cutter & Co Financial Planning Limited Director • Director | 28 Mar 2018←6 Years→30 Oct 2024 | Active | |
| Destination Financial Planning Limited Director • Director | 31 Oct 2017←7 Years→30 Oct 2024 | Active | |
| Navigator Financial Planning Limited Director • Director | 31 Oct 2017←7 Years→30 Oct 2024 | Active | |
| True Financial Partnerships Limited Director • Director | 11 Jul 2016←8 Years→30 Oct 2024 | Active | |
| True Wealth Planning Solutions Limited Director • Chief Operating Officer | 18 Feb 2016←8 Years→30 Oct 2024 | Active | |
