| Company | Timeline | Status | |
| Plan Smart Financial Planning Limited Director • Director | 10 Nov 2023←2 Years 2 Months→Current | Active | |
| H & D Financial Planning Limited Director • Financial Adviser | 24 Jan 2023←3 Years→Current | Active | |
| H & D Wealth Limited Director • Financial Adviser | 16 Apr 2019←6 Years→Current | Active | |
