| Company | Timeline | Status | |
| Lister Asset Company Limited Director • Financial Advisor | 27 Mar 2024←1 Year 9 Months→Current | Active | |
| Monument Court Management (Hagley) Limited Director • Consultant | 24 Apr 2008←17 Years→Current | Active | |
| Charterhall Wealth Management Limited Director • Financial Adviser | 19 Feb 2004←21 Years→Current | Active | |
| Charterhall Financial Planning Limited Secretary • Financial Adviser | 2 Jun 2000←6 Years→6 Jun 2006 | Dissolved | |
| Charterhall Financial Planning Limited Director • Financial Adviser | 31 Mar 2000←25 Years→18 Nov 2025 | Dissolved | |
| Thomas Hall Limited Director • Financial Adviser | 15 Aug 1998←27 Years→Current | Active | |
