| Company | Timeline | Status | |
| Kelly East Wealth Management Ltd Director • Financial Adviser | 15 Sep 2025←1 Month→Current | Active | |
| Luna Financial Planning Ltd Director • Director | 11 Jun 2020←5 Years→7 Oct 2025 | Dissolved | |
| Sterling Rees Wealth Management Limited Director • Financial Adviser | 14 May 2019←1 Year→22 May 2020 | Dissolved | |
