| Company | Timeline | Status | |
| Better Future Financial Planning Limited Director • Financial Advisor | 21 Mar 2024←1 Year 9 Months→Current | Active | |
| SBS Financial Services Community Interest Company Director • Financial Adviser | 24 Aug 2018←1 Year 11 Months→12 Aug 2020 | Dissolved | |
| Qi Financial Solutions Limited Director • Financial Adviser | 27 Nov 2017←5 Years→26 May 2023 | Active | |
| Sydport Limited Director • Independent Financial Adviser | 21 Dec 2016←9 Years→Current | Active | |
