| Company | Timeline | Status | |
| Define Financial Planning Limited Director • Director | 8 Dec 2023←2 Months→6 Feb 2024 | Active | |
| Equanimity Independent Financial Advisers Limited Director • Director | 1 Sep 2023←5 Months→6 Feb 2024 | Active | |
| Retirewell Technology Ltd Director • Unreported | 27 Jul 2023←2 Years 3 Months→Current | Active | |
| My Time Pension Limited Director • Unreported | 15 Jun 2023←2 Years 4 Months→Current | Active | |
| Atomos Financial Planning Limited Director • Director | 13 Dec 2022←1 Year 1 Month→6 Feb 2024 | Active | |
| McCallan Financial Ltd Director • Director | 3 Oct 2022←7 Months→9 May 2023 | Dissolved | |
| Macarthur Gordon Limited Director • Director | 6 Sep 2022←1 Year→19 Sep 2023 | Dissolved | |
| Willowbrook Wealth Limited Director • Director | 31 Aug 2022←1 Year 1 Month→3 Oct 2023 | Dissolved | |
| Ergowealth Group Ltd Director • Head Of Wealth Planning | 5 Aug 2022←1 Year 7 Months→14 Mar 2024 | Dissolved | |
| Ergowealth Services Ltd Director • Head Of Wealth Planning | 5 Aug 2022←1 Year 7 Months→14 Mar 2024 | Dissolved | |
