TJL WEALTH SOLUTIONS - History of Changes


DateDescription
2024-04-07 delete otherexecutives Jacqueline Burley
2024-04-07 delete personal_emails al..@tjlbiz.com.au
2024-04-07 insert otherexecutives Brandon Gilmour
2024-04-07 insert personal_emails ca..@tjlbiz.com.au
2024-04-07 delete person Alicia McCall
2024-04-07 delete person Angela Hudson
2024-04-07 delete person Single Touch
2024-04-07 insert person Kym Visser
2024-04-07 insert person Mitchell Schubert
2024-04-07 update person_description Brandon Gilmour => Brandon Gilmour
2024-04-07 update person_description Cameron Dunk => Cameron Dunk
2024-04-07 update person_description Geoff Isaacs => Geoff Isaacs
2024-04-07 update person_description Jacqueline Burley => Jacqueline Burley
2024-04-07 update person_description Melinda Temple => Melinda Temple
2024-04-07 update person_description Sharon Hailes => Sharon Hailes
2024-04-07 update person_description Shaun Davison => Shaun Davison
2024-04-07 update person_description Todd Bridge => Todd Bridge
2024-04-07 update person_title Adam Phillips: Client Manager => Client Manager; Accountant
2024-04-07 update person_title Brandon Gilmour: Provisional Adviser / Compliance Officer => Financial Adviser; Compliance Officer
2024-04-07 update person_title Cameron Dunk: Financial Adviser => Financial Adviser / JP
2024-04-07 update person_title Geoff Isaacs: Senior Financial Planner => Senior Financial Planner / JP
2024-04-07 update person_title Jacqueline Burley: Client Manager; Director => Director / Client Manager / Accountant /
2024-04-07 update person_title Jessica Jugovac: Office Manager => Office Manager / Administration
2024-04-07 update person_title Matt McQuillan: null => Insurance Broker
2024-04-07 update person_title Sharon Hailes: Client Manager => Client Manager; Accountant
2024-04-07 update person_title Shaun Davison: null => Insurance Broker
2024-04-07 update person_title Sue May: Office Manager => Office Manager / Administration
2024-04-07 update person_title Todd Bridge: Client Manager; Director => Client Manager; Director; Accountant
2023-02-24 insert person Rebecca Arkle
2023-02-24 insert person Single Touch
2023-02-24 insert person Sue May
2023-02-24 update person_title Alicia McCall: Operations / Marketing Manager => Marketing Manager
2022-12-31 delete personal_emails da..@tjlbiz.com.au
2022-12-31 delete person Damian Moore
2022-12-31 delete person Irene Yu
2022-12-31 insert person Angela Hudson
2022-12-31 update person_description Alicia McCall => Alicia McCall
2022-12-31 update person_title Matt McQuillan: Senior Insurance Broker => null
2022-12-31 update person_title Shaun Davison: Senior Insurance Broker => null
2022-07-26 delete personal_emails em..@tjlbiz.com.au
2022-07-26 insert otherexecutives Todd Bridge
2022-07-26 delete person Emma Layt
2022-07-26 insert person Irene Yu
2022-07-26 update person_title Brandon Gilmour: Associate Adviser / Compliance Officer => Provisional Adviser / Compliance Officer
2022-07-26 update person_title Todd Bridge: Client Manager => Client Manager; Director
2022-06-02 insert personal_emails ad..@tjlbiz.com.au
2022-06-02 insert personal_emails je..@tjlbiz.com.au
2022-06-02 insert person Adam Phillips
2022-06-02 update person_description Alicia McCall => Alicia McCall
2022-06-02 update person_description Brandon Gilmour => Brandon Gilmour
2022-06-02 update person_description Geoff Isaacs => Geoff Isaacs
2022-06-02 update person_description Jessica Jugovac => Jessica Jugovac
2022-06-02 update person_title Brandon Gilmour: Client Services Officer => Associate Adviser / Compliance Officer
2022-06-02 update person_title Lora Hinton: Intermediate Accountant => Accountant
2022-03-31 delete person Brittney Fokes
2022-03-31 update person_description Jessica Jugovac => Jessica Jugovac
2022-03-31 update person_title Jessica Jugovac: null => Office Manager
2022-02-11 delete personal_emails ca..@tjlbiz.com.au
2022-02-11 delete personal_emails je..@tjlbiz.com.au
2022-02-11 delete personal_emails pa..@tjlbiz.com.au
2022-02-11 delete personal_emails st..@tjlbiz.com.au
2022-02-11 insert personal_emails al..@tjlbiz.com.au
2022-02-11 delete person Paul McCredie
2022-02-11 delete person Stephanie Cassar
2022-02-11 update person_description Cameron Dunk => Cameron Dunk
2022-02-11 update person_description Jessica Jugovac => Jessica Jugovac
2022-02-11 update person_title Brittney Fokes: Director of First Impressions => Office Receptionist
2022-02-11 update person_title Cameron Dunk: Trainee Financial Planner => Financial Adviser
2022-02-11 update person_title Jessica Jugovac: Office Manager / JP => null
2021-08-14 update person_title Matt McQuillan: Director / Senior Insurance Broker => Senior Insurance Broker
2021-08-14 update person_title Shaun Davison: Director / Senior Insurance Broker => Senior Insurance Broker
2021-05-17 delete person Brittney Hambly
2021-05-17 insert person Brittney Fokes
2021-02-05 delete personal_emails lu..@tjlbiz.com.au
2021-02-05 insert personal_emails pa..@tjlbiz.com.au
2021-02-05 delete person Lucas Mepham
2021-02-05 insert person Lora Hinton
2021-02-05 insert person Paul McCredie
2020-09-23 delete personal_emails mi..@tjlbiz.com.au
2020-09-23 insert personal_emails ge..@tjlbiz.com.au
2020-09-23 delete person Michelle Bamford
2020-09-23 insert person Brittney Hambly
2020-09-23 insert person Geoff Isaacs
2020-07-14 delete personal_emails ca..@tjlbiz.com.au.au
2020-06-03 update person_description Todd Bridge => Todd Bridge
2020-02-28 delete personal_emails ca..@tjlbiz.com.au
2020-02-28 delete personal_emails ha..@tjlbiz.com.au
2020-02-28 delete personal_emails sh..@tjlbiz.com.au
2020-02-28 delete person Callum Wesley
2020-02-28 delete person Haley Emerson
2020-02-28 delete person Sharyn Fletcher
2020-02-28 update person_title Damian Moore: Audit & Assurance Manager => Partner / Audit & Assurance Manager
2019-12-29 insert personal_emails ca..@tjlbiz.com.au
2019-12-29 delete person Jason Lukjanenko
2019-12-29 insert person Cameron Dunk
2019-09-12 delete personal_emails je..@tjlbiz.com.au
2019-09-12 delete person Jessica Wilson
2019-08-12 update person_description Tony Lumtin => Tony Lumtin
2019-06-07 insert personal_emails ca..@tjlbiz.com.au
2019-06-07 insert personal_emails mi..@tjlbiz.com.au
2019-06-07 insert person Callum Wesley
2019-06-07 insert person Michelle Bamford
2019-04-29 delete personal_emails me..@tjlbiz.com.au
2019-04-29 delete person Megan Johnston
2019-04-29 update person_title Stephanie Cassar: null => Marketing and Communications
2019-03-29 delete personal_emails jo..@tjlbiz.com.au
2019-03-29 delete person Joshua McNamara
2019-03-29 update person_description Brandon Gilmour => Brandon Gilmour
2019-03-29 update person_description Jacqueline Burley => Jacqueline Burley
2019-03-29 update person_description Lucas Mepham => Lucas Mepham
2019-03-29 update person_description Stephanie Cassar => Stephanie Cassar
2019-03-29 update person_title Brandon Gilmour: Financial Planning & Marketing Assistant => Client Services Officer
2019-03-29 update person_title Matt McQuillan: Senior Insurance Broker => Partner / Senior Insurance Broker
2019-03-29 update person_title Shaun Davison: Partner; Senior Insurance Broker => Partner / Senior Insurance Broker
2019-02-06 delete personal_emails br..@tjlbiz.com.au
2019-02-06 delete person Brittany McMahon
2018-11-26 delete personal_emails jo..@tjlbiz.com.au
2018-11-26 delete personal_emails ro..@tjlbiz.com.au
2018-11-26 delete personal_emails sa..@tjlbiz.com.au
2018-11-26 insert personal_emails br..@tjlbiz.com.au
2018-11-26 insert personal_emails jo..@tjlbiz.com.au
2018-11-26 insert personal_emails st..@tjlbiz.com.au
2018-11-26 delete person Lynn Nash
2018-11-26 delete person Rosemary Star
2018-11-26 delete person Sachin Singh
2018-11-26 insert person Brittany McMahon
2018-11-26 insert person Jason Lukjanenko
2018-11-26 insert person Joshua McNamara
2018-11-26 insert person Stephanie Cassar
2018-04-23 delete personal_emails ch..@tjlbiz.com.au
2018-04-23 delete personal_emails na..@tjlbiz.com.au
2018-04-23 delete person Cheryl Koch
2018-04-23 delete person Narelle McKenzie
2018-01-28 insert personal_emails da..@tjlbiz.com.au
2018-01-28 insert personal_emails da..@tjlbiz.com.au
2018-01-28 insert person Damian Moore
2018-01-28 insert person Daryl Goodhue
2017-12-18 delete personal_emails ad..@tjlbiz.com.au
2017-12-18 delete personal_emails re..@tjlbiz.com.au
2017-12-18 delete person Adam McMahon
2017-12-18 delete person Rebecca Laidlaw
2017-11-12 insert person Brandon Gilmour
2017-11-12 update person_title Matt McQuillan: Insurance Specialist; INSURANCE => Senior Insurance Broker
2016-12-09 delete person Donovan Jenkins
2016-12-09 insert person Matt McQuillan
2016-12-09 insert person Shaun Davison
2016-04-02 delete personal_emails al..@tjlbiz.com.au
2016-04-02 delete personal_emails jo..@tjlbiz.com.au
2016-04-02 delete personal_emails le..@tjlbiz.com.au
2016-04-02 insert personal_emails bo..@tjlbiz.com.au
2016-04-02 insert personal_emails br..@tjlbiz.com.au
2016-04-02 insert personal_emails ch..@tjlbiz.com.au
2016-04-02 insert personal_emails da..@tjlbiz.com.au
2016-04-02 insert personal_emails ja..@tjlbiz.com.au
2016-04-02 insert personal_emails je..@tjlbiz.com.au
2016-04-02 insert personal_emails je..@tjlbiz.com.au
2016-04-02 insert personal_emails jo..@tjlbiz.com.au
2016-04-02 insert personal_emails me..@tjlbiz.com.au
2016-04-02 insert personal_emails sh..@tjlbiz.com.au
2016-04-02 delete person Alison Butterworth
2016-04-02 delete person John Byrnes
2016-04-02 delete person Lee Brassell
2016-04-02 delete person Natalie McQuillan
2016-04-02 insert person Bopha Brabant
2016-04-02 insert person Brian Alexander
2016-04-02 insert person Cheryl Koch
2016-04-02 insert person David McLeish
2016-04-02 insert person Donovan Jenkins
2016-04-02 insert person Jacqueline Burley
2016-04-02 insert person Jessica Jugovac
2016-04-02 insert person Jessica Wilson
2016-04-02 insert person Joshua Echano
2016-04-02 insert person Kara Rees
2016-04-02 insert person Melinda Temple
2016-04-02 insert person Sharyn Fletcher
2016-04-02 update person_description Caitlin Andrews => Caitlin Andrews
2016-04-02 update person_description Justin Van Haren => Justin Van Haren
2016-04-02 update person_description Lara Lumtin => Lara Lumtin
2016-04-02 update person_description Rachel Hallowell => Rachel Hallowell
2016-04-02 update person_description Tony Lumtin => Tony Lumtin
2016-04-02 update person_description Virginia Golden => Virginia Golden
2016-04-02 update person_title Bradley McKillop-Davies: null => Graduate Accountant
2016-04-02 update person_title Caitlin Andrews: null => Marketing Assistant; ADMINISTRATION
2016-04-02 update person_title Emma Layt: null => Compliance Manager
2016-04-02 update person_title Justin Van Haren: null => Senior Financial Advisor; Senior Financial Advisor /; FINANCIAL MANAGEMENT
2016-04-02 update person_title Lara Lumtin: null => Marketing Manager
2016-04-02 update person_title Lynn Nash: null => Senior Accountant
2016-04-02 update person_title Rachael Freebairn: null => Administration Assistant
2016-04-02 update person_title Rachel Hallowell: null => Senior Accountant
2016-04-02 update person_title Rebecca Laidlaw: null => Trainee Accountant
2016-04-02 update person_title Rosemary Star: null => Administration Assistant
2016-04-02 update person_title Sachin Singh: null => Senior Accountant
2016-04-02 update person_title Sharon Hailes: null => Client Manager
2016-04-02 update person_title Tony Lumtin: Business Owner, B.Com, JP => Partner / Chartered Accountant, / JP / B . Business
2016-04-02 update person_title Virginia Golden: null => Senior Accountant
2015-03-06 insert personal_emails ju..@tjlbiz.com.au
2015-03-06 insert personal_emails ra..@tjlbiz.com.au
2015-03-06 insert person Justin Van Haren
2015-03-06 insert person Lara Lumtin
2015-03-06 insert person Natalie McQuillan
2015-03-06 insert person Rachel Hallowell
2015-03-06 insert person Virginia Golden