| Company | Timeline | Status | |
| Manage My Wealth Ltd Director • Chartered Financial Planner | 30 Apr 2025←7 Months→Current | Active | |
| Wealth Tracker Ltd Director • Chartered Financial Planner | 30 Apr 2025←7 Months→Current | Active | |
| Magus Tao Limited Director • Chartered Financial Planner | 30 Apr 2025←7 Months→Current | Active | |
| Magus Group Limited Director • Chartered Financial Planner | 30 Apr 2025←7 Months→Current | Active | |
| Magus Private Wealth Limited Director • Chartered Financial Planner | 30 Apr 2025←7 Months→Current | Active | |
| Wealthflow Group Ltd Director • Director | 28 Jun 2024←1 Year 5 Months→Current | Active | |
| Synergy Financial Planning Limited Director • Chartered Financial Planner | 7 May 2024←1 Year 1 Month→17 Jun 2025 | Dissolved | |
| Kilkee Financial Services Limited Director • Chartered Financial Planner | 20 Dec 2022←2 Years 6 Months→8 Jul 2025 | Dissolved | |
| Aab Wealth Limited Director • Chartered Financial Planner | 18 Mar 2019←6 Years→Current | Active | |
