| Company | Timeline | Status | |
| The Personal Finance Society Director • Ifa | 19 Aug 2004←2 Years 4 Months→5 Jan 2007 | Active | |
| Life Insurance Association Limited Director • Financial Planner | 25 Apr 2001←5 Years→1 Jan 2007 | Active | |
| Intelligent Investment Services Limited Secretary • Financial Advisor | 6 Mar 1998←10 Years→18 Dec 2008 | Active | |
