| Company | Timeline | Status | |
| Connectus Wealth Limited Director • Independent Financial Adviser | 8 Feb 2022←3 Years→Current | Active | |
| Connectus Wealth Limited Director • Independent Financial Adviser | 8 Feb 2022←3 Years→6 Mar 2025 | Active | |
| Trident Financial Planning Limited Director • Financial Adviser | 8 Nov 2021←3 Years→Current | Active | |
