| Company | Timeline | Status | |
| Cutter & Co Financial Planning Limited Director • Chief Risk Officer | 30 Oct 2024←1 Year 1 Month→Current | Active | |
| Tag Financial Planning Limited Director • Chief Risk Officer | 30 Oct 2024←1 Year 1 Month→Current | Active | |
| True Financial Partnerships Limited Director • Chief Risk Officer | 30 Oct 2024←1 Year 1 Month→Current | Active | |
| True Wealth Planning Solutions Limited Director • Chief Risk Officer | 30 Oct 2024←1 Year 1 Month→Current | Active | |
| Destination Financial Planning Limited Director • Chief Risk Officer | 30 Oct 2024←1 Year 1 Month→Current | Active | |
| Lee Strathy Limited Director • Chief Risk Officer | 30 Oct 2024←1 Year 1 Month→Current | Active | |
| Watson Laird Limited Director • Chief Risk Officer | 30 Oct 2024←1 Year 1 Month→Current | Active | |
| True Wealth Management Limited Director • Chief Risk Officer | 30 Oct 2024←1 Year 1 Month→Current | Active | |
| Veracity Asset Transformation Service Limited Director • Chief Risk Officer | 30 Oct 2024←1 Year 1 Month→Current | Active | |
| Navigator Financial Planning Limited Director • Chief Risk Officer | 30 Oct 2024←1 Year 1 Month→Current | Active | |
