| Company | Timeline | Status | |
| 5WV Property Limited Director • Financial Adviser | 25 Nov 2024←1 Year→Current | Active | |
| Parade Financial Services Limited Director • Financial Adviser | 1 May 2019←4 Years→14 Nov 2023 | Dissolved | |
Sound Protection Ltd Director • Company Director | 4 Jun 2015←4 Years→17 Sep 2019 | Dissolved | |
Westward Asset Management Limited Director • Director | 30 May 2014←5 Years→17 Sep 2019 | Dissolved | |
Venture Wealth Management Ltd Director • Director | 5 Sep 2012←3 Years→26 Jan 2016 | Dissolved | |
| Pooleys Financial Planning Limited Director • Director | 30 Jun 2008←16 Years→18 Mar 2025 | Dissolved | |
| Thinking Finance Limited Director • Director | 15 Jul 2005←19 Years→30 Jun 2025 | Active | |
| Moneyvision Limited Director • Financial Adviser | 28 Jun 2002←21 Years→18 Jun 2024 | Dissolved | |
| Mark Holt & Co Wealth Management Ltd Director • Director | 24 Jan 2002←23 Years→Current | Active | |
| Sound Financial Management Limited Director • Company Director | 8 Oct 1999←26 Years→Current | Active | |
