| Company | Timeline | Status | |
| Ceblam Holdings Limited Director • Financial Advisor | 17 Oct 2022←1 Year 8 Months→1 Jul 2024 | Dissolved | |
| Temple Row Financial Ltd Director • Financial Adviser | 14 Apr 2014←11 Years→13 Nov 2025 | Active | |
| Wealthquest Limited Director • Financial Advisor | 26 Nov 2012←8 Years→6 Apr 2021 | Dissolved | |
Kbig Limited Director • Financial Advisor | 9 Oct 2001←15 Years→4 Apr 2017 | Dissolved | |
| Key Benefits Limited Director • Financial Advisor | 16 Aug 1996←25 Years→7 Mar 2022 | Dissolved | |
