| Company | Timeline | Status | |
| Pension And Investment Options Ltd Director • Unreported | 10 Nov 2025←2 Months→Current | Active | |
| Allen Tomas & Co Financial Management Ltd Director • Company Director | 24 Jul 2025←6 Months→Current | Active | |
| If Financial Limited Director • Company Director | 31 Mar 2025←9 Months→Current | Active | |
| Premier Portfolio Financial Services Limited Director • Company Director | 31 Mar 2025←9 Months→Current | Active | |
| Grayside Limited Director • Unreported | 31 May 2024←1 Year 7 Months→Current | Active | |
| AJP Wealth Management Ltd Director • Chief Risk Officer | 10 Apr 2024←1 Year 9 Months→Current | Active | |
| Executive Wealth Management Limited Director • Unreported | 20 Dec 2023←1 Year 12 Months→16 Dec 2025 | Dissolved | |
| Aiming For Utopia Limited Director • Chief Risk Officer | 30 Mar 2023←26 Days→25 Apr 2023 | Dissolved | |
| Utopia Group Holdings Limited Director • Chief Risk Officer | 30 Mar 2023←26 Days→25 Apr 2023 | Dissolved | |
