| Company | Timeline | Status | |
| Morningstar Wealth Trustee Limited Director • Managing Director - Pil | 9 Jul 2015←3 Years→5 Sep 2018 | Active | |
| Smart Investment Management Limited Director • Managing Director | 10 Oct 2014←3 Years→5 Sep 2018 | Active | |
| Smartfund Nominees Ltd Director • Managing Director | 10 Oct 2014←3 Years→5 Sep 2018 | Active | |
| Morningstar Wealth Administration Limited Director • Managing Director | 10 Oct 2014←3 Years→5 Sep 2018 | Active | |
| Morningstar Wealth (UK) Limited Director • Managing Director | 10 Oct 2014←3 Years→5 Sep 2018 | Active | |
| Morningstar Wealth Portfolio Services Limited Director • Managing Director | 10 Oct 2014←3 Years→5 Sep 2018 | Active | |
