| Company | Timeline | Status | |
| CPN & Partners Limited Director • Entrepreneur | 3 Jul 2023←2 Years 5 Months→Current | Active | |
| Brownsters Financial Limited Director • Entrepreneur | 1 Nov 2022←3 Years→Current | Active | |
| CPN Private Wealth Limited Director • Investment Professional | 19 Jul 2022←3 Years→Current | Active | |
| Burgess Boon Limited Director • Financial Planner | 10 Jun 2020←5 Years→Current | Active | |
| Talk Independent Limited Director • Financial Planner | 10 Jun 2020←5 Years→Current | Active | |
| Acumensa Limited Director • Financial Planner | 5 Dec 2019←6 Years→Current | Active | |
| Redwood Financial Advisers Ltd Director • Financial Planner | 1 Nov 2019←1 Year 9 Months→24 Aug 2021 | Active | |
| CPN Financial Services Limited Director • Financial Planner | 5 Jan 2016←9 Years→Current | Active | |
