| Date | Description |
|---|
| 2025-03-29 |
update website_status OK => IndexPageFetchError |
| 2025-02-25 |
delete phone (03) 5231 1561 |
| 2025-02-25 |
delete phone (03) 5551 3100 |
| 2025-02-25 |
delete phone (03) 5557 0300 |
| 2025-02-25 |
delete phone (08) 8725 8781 |
| 2025-02-25 |
delete service_pages_linkeddomain office365.com |
| 2025-02-25 |
insert service_pages_linkeddomain calendly.com |
| 2025-01-24 |
update person_title Alisha Pitman: HR Advisor Paul Pinkerton Marketing & Communications Manager Kayla Boyd Bookkeeper; Member of the Audit Team; Member of the Wealth Management Team; HR Advisor Paul Pinkerton Marketing & Communications Manager; HR Advisor / Staff Member Contact; Member of the Smsf Team => HR Advisor; HR Advisor / Staff Member Contact |
| 2024-09-20 |
delete alias Sinclair Wilson |
| 2024-09-20 |
delete index_pages_linkeddomain goop.com.au |
| 2024-09-20 |
delete index_pages_linkeddomain instagram.com |
| 2024-09-20 |
delete index_pages_linkeddomain sinclairwilson.com.au |
| 2024-09-20 |
delete index_pages_linkeddomain swagapp.com |
| 2024-09-20 |
delete industry_tag Accounting and Wealth Management Services |
| 2024-09-20 |
delete person Single Touch |
| 2024-09-20 |
delete phone (03) 5231 1527 |
| 2024-09-20 |
delete phone (03) 5551 3111 |
| 2024-09-20 |
delete phone (03) 5557 0333 |
| 2024-09-20 |
delete phone (03) 5564 0555 |
| 2024-09-20 |
delete phone (03) 5568 2823 |
| 2024-09-20 |
delete phone (03) 5592 2020 |
| 2024-09-20 |
delete phone (03) 5598 3466 |
| 2024-09-20 |
delete phone (03) 5599 2244 |
| 2024-09-20 |
delete phone (08) 8724 0399 |
| 2024-09-20 |
update founded_year 1950 => null |
| 2024-08-19 |
delete person Patricia Mahony |
| 2024-08-19 |
insert service_pages_linkeddomain tpb.gov.au |
| 2024-07-17 |
update person_title Adam Smith: Principal - Wealth Management Jon Pegler Senior Financial Adviser Andrew Morris Mortgage Adviser Danielle Russell Paraplanner / Specialist Services Team; Principal - Wealth Management; Principal; Member of the Audit Team; Principal - Wealth Management / Specialist Services Team => Principal - Wealth Management Jon Pegler Senior Financial Adviser Andrew Morris Mortgage Adviser Danielle Russell Paraplanner / Specialist Services Team; Principal - Wealth Management Sash Silva Financial Adviser / Specialist Services Team; Principal - Wealth Management; Principal; Member of the Audit Team; Principal - Wealth Management Andrew Morris Mortgage Adviser / Specialist Services Team; Member of the Wealth Management Team |
| 2024-07-17 |
update person_title David Maher: Principal - Tax Kerry Smith Managing Accountant; Principal; Principal - Tax => Principal - Tax Kerry Smith Managing Accountant; Principal; Principal - Tax Adam Smith Principal - Wealth Management |
| 2024-04-19 |
delete person Alexandra Flynn |
| 2024-04-19 |
update person_title Blessing Furusa: Chartered Accountant; Senior Accountant => Chartered Accountant; Managing Accountant |
| 2024-04-19 |
update person_title Ebonie McVilly: Principal - Audit Matthew Baker Managing Accountant Ebonie McVilly Senior Accountant Helen Gibson Personal Assistant; Senior Accountant => Principal - Audit Matthew Baker Managing Accountant Ebonie McVilly Managing Accountant Helen Gibson Personal Assistant; Managing Accountant |
| 2024-04-19 |
update person_title Helen Mahony: Senior Accountant => Managing Accountant |
| 2024-03-18 |
delete source_ip 115.178.17.92 |
| 2024-03-18 |
insert service_pages_linkeddomain office365.com |
| 2024-03-18 |
insert source_ip 103.242.248.74 |
| 2024-03-18 |
update person_title Darren O'Donnell: Principal - Tax; Principal - Tax David Maher Principal - Tax => Principal - Tax Blake Grey Principal - Tax; Principal - Tax David Maher Principal - Tax |
| 2024-03-18 |
update person_title Matthew Baker: Managing Accountant Thuhina Rodrigo Graduate Auditor; Principal - Audit Matthew Baker Managing Accountant Ebonie McVilly Senior Accountant Thuhina Rodrigo Graduate Auditor Helen Gibson Personal Assistant; Member of the Audit Team => Member of the Audit Team; Principal - Audit Matthew Baker Managing Accountant Ebonie McVilly Senior Accountant Helen Gibson Personal Assistant; Managing Accountant |
| 2023-08-29 |
insert about_pages_linkeddomain swagapp.com |
| 2023-08-29 |
insert contact_pages_linkeddomain swagapp.com |
| 2023-08-29 |
insert index_pages_linkeddomain swagapp.com |
| 2023-08-29 |
insert management_pages_linkeddomain swagapp.com |
| 2023-08-29 |
insert service_pages_linkeddomain swagapp.com |
| 2023-08-29 |
insert terms_pages_linkeddomain swagapp.com |
| 2023-07-27 |
update person_description Adam Dickson => Adam Dickson |
| 2023-07-27 |
update person_title Adam Dickson: Senior Accountant => Principal - Tax; Accounting |
| 2023-07-27 |
update person_title Adam Smith: Principal - Wealth Management; Principal; Member of the Audit Team; Principal - Wealth Management Jon Pegler Senior Financial Adviser Andrew Morris Mortgage Adviser / Specialist Services Team; Principal - Wealth Management / Specialist Services Team => Principal - Wealth Management Jon Pegler Senior Financial Adviser Andrew Morris Mortgage Adviser Danielle Russell Paraplanner / Specialist Services Team; Principal - Wealth Management; Principal; Member of the Audit Team; Principal - Wealth Management / Specialist Services Team |
| 2023-07-27 |
update person_title Amy Baudinette: Amy Baudinette Senior Accountant; Senior Accountant => Chartered Accountant; Amy Baudinette Principal - Tax; Principal - Tax |
| 2023-07-27 |
update person_title Brayden Harkness: Senior Financial Adviser / Specialist Services Team; Member of the Wealth Management Team => Member of the Wealth Management Team; Principal - Wealth Management / Specialist Services Team |
| 2023-07-27 |
update person_title Matthew Baker: Principal - Audit Matthew Baker Managing Accountant Ebonie McVilly Senior Accountant Thuhina Rodrigo Graduate Accountant Helen Gibson Personal Assistant; Managing Accountant Thuhina Rodrigo Graduate Accountant; Member of the Audit Team => Managing Accountant Thuhina Rodrigo Graduate Auditor; Principal - Audit Matthew Baker Managing Accountant Ebonie McVilly Senior Accountant Thuhina Rodrigo Graduate Auditor Helen Gibson Personal Assistant; Member of the Audit Team |
| 2023-06-25 |
insert person Adam Loft |
| 2023-06-25 |
insert person Ann Bugoss |
| 2023-06-25 |
insert person Anusha Salwador |
| 2023-06-25 |
insert person Ben Howarth |
| 2023-06-25 |
update person_title Adam Smith: Principal - Wealth Management; Principal; Principal - Wealth Management Jon Pegler Senior Financial Adviser Andrew Morris Mortgage Adviser => Principal - Wealth Management; Principal; Member of the Audit Team; Principal - Wealth Management Jon Pegler Senior Financial Adviser Andrew Morris Mortgage Adviser / Specialist Services Team; Principal - Wealth Management / Specialist Services Team |
| 2023-06-25 |
update person_title Andrew Morris: Mortgage Adviser => Mortgage Adviser; Mortgage Adviser / Specialist Services Team; Member of the Wealth Management Team |
| 2023-06-25 |
update person_title Jon Pegler: Jon Pegler Senior Financial Adviser => Senior Financial Adviser Adrian Morley Senior Financial Adviser Andrew Morris Mortgage Adviser / Specialist Services Team; Member of the Smsf Team |
| 2023-06-25 |
update person_title Matthew Baker: Principal - Audit Matthew Baker Managing Accountant Ebonie McVilly Senior Accountant Helen Gibson Personal Assistant; Managing Accountant => Principal - Audit Matthew Baker Managing Accountant Ebonie McVilly Senior Accountant Thuhina Rodrigo Graduate Accountant Helen Gibson Personal Assistant; Managing Accountant Thuhina Rodrigo Graduate Accountant; Member of the Audit Team |
| 2023-05-25 |
delete career_pages_linkeddomain sharepoint.com |
| 2023-05-25 |
delete person Qin Shu Moignard |
| 2023-05-25 |
update person_title Adam Smith: Principal - Wealth Management Jon Pegler Financial Adviser Andrew Morris Mortgage Broker; Principal - Wealth Management; Principal => Principal - Wealth Management; Principal; Principal - Wealth Management Jon Pegler Senior Financial Adviser Andrew Morris Mortgage Adviser |
| 2023-05-25 |
update person_title Adrian Morley: Jon Pegler Financial Adviser; Senior Financial Planner => Senior Financial Adviser; Jon Pegler Senior Financial Adviser |
| 2023-05-25 |
update person_title Andrew Morris: Mortgage Broker => Mortgage Adviser |
| 2023-05-25 |
update person_title Anita Chivell: Principal - Tax Olga Petrovskaya Senior Accountant Patricia Mahony Senior Accountant Anita Chivell Accountant Maggie Rose Accountant; Accountant => Senior Accountant |
| 2023-05-25 |
update person_title Anita Muldoon: Administration => Administration Assistant; Anita Muldoon Administration Assistant |
| 2023-05-25 |
update person_title Beryl McLeod: Payroll; Anita Muldoon Administration => Client Payroll Coordinator; Anita Muldoon Administration Assistant |
| 2023-05-25 |
update person_title Brayden Harkness: Financial Planner / Specialist Services Team; Member of the Wealth Management Team; Financial Planner With => Senior Financial Adviser / Specialist Services Team; Senior Financial Adviser; Member of the Wealth Management Team; Financial Planner With |
| 2023-05-25 |
update person_title Brendan Healy: Graduate Accountant => Accountant |
| 2023-05-25 |
update person_title Brittany Scouller: System Support Clerk => Intern Accountant |
| 2023-05-25 |
update person_title Pamela Cusack: Senior Accountant => Associate |
| 2023-04-08 |
delete person Hayley Pilkington |
| 2023-04-08 |
insert career_pages_linkeddomain sharepoint.com |
| 2023-02-03 |
delete career_pages_linkeddomain sharepoint.com |
| 2023-02-03 |
delete person Alisha Castle |
| 2023-02-03 |
insert person Adrian Morley |
| 2023-01-02 |
insert career_pages_linkeddomain sharepoint.com |
| 2022-10-30 |
delete person Amanda Lambert |
| 2022-10-30 |
delete person Wayne Promnitz |
| 2022-03-28 |
delete person IT Mark Robson |
| 2022-03-28 |
insert person Alexandra Gration |
| 2022-03-28 |
insert person Amanda Lambert |
| 2022-03-28 |
insert person Amila Hewagama |
| 2022-03-28 |
insert person Jeremy Dixon |