| Date | Description |
|---|
| 2024-05-23 |
delete otherexecutives Peter Kingswell-Farr |
| 2024-05-23 |
insert person Lisa Low |
| 2024-05-23 |
update person_title Emma McMahon: CHARTERED FINANCIAL PLANNER => CHARTERED FINANCIAL PLANNER, ACCREDITED LATER LIFE ADVISER ( SOLLA ); CHARTERED FINANCIAL PLANNER |
| 2024-05-23 |
update person_title Nathan Corcoran: FINANCIAL ADVISOR; FINANCIAL ADVISER => FINANCIAL PLANNER, STEP AFFILIATE; FINANCIAL ADVISER |
| 2024-05-23 |
update person_title Peter Kingswell-Farr: DIRECTOR; Directors; INDEPENDENT FINANCIAL ADVISER and DIRECTOR; Independent Financial Adviser; FINANCIAL ADVISER; Tony As a Business Partner => Directors; FINANCIAL PLANNER; INDEPENDENT FINANCIAL ADVISER and DIRECTOR; Independent Financial Adviser; Tony As a Business Partner |
| 2024-05-23 |
update person_title Ritchie Whiting: INDEPENDENT FINANCIAL ADVISER; FINANCIAL ADVISER => INDEPENDENT FINANCIAL ADVISER; FINANCIAL PLANNER, LATER LIFE LENDING PROFESSIONAL |
| 2024-05-23 |
update person_title Simon Radley: INDEPENDENT FINANCIAL ADVISER; FINANCIAL ADVISER => INDEPENDENT FINANCIAL ADVISER; FINANCIAL PLANNER |
| 2024-05-23 |
update person_title Tony Davies: MANAGING DIRECTOR; Independent Financial Adviser; FINANCIAL ADVISER => FINANCIAL PLANNER; MANAGING DIRECTOR; Independent Financial Adviser; FINANCIAL ADVISER |
| 2023-01-20 |
delete person Pip Campbell |
| 2023-01-20 |
insert person Carla Gillard |
| 2023-01-20 |
insert person Ethan Davies |
| 2023-01-20 |
insert person Nathan Corcoran |
| 2022-02-13 |
update person_title Emma McMahon: INDEPENDENT FINANCIAL ADVISER; FINANCIAL ADVISER => CHARTERED FINANCIAL PLANNER |
| 2021-08-03 |
delete person Kerry Saunders |
| 2021-02-03 |
update person_description Carla Thompson => Carla Thompson |
| 2021-02-03 |
update person_description Emma McMahon => Emma McMahon |
| 2021-02-03 |
update person_title Emma McMahon: ADVISER and FORMER PARAPLANNER; FINANCIAL ADVISER; Adviser => INDEPENDENT FINANCIAL ADVISER; FINANCIAL ADVISER |
| 2021-02-03 |
update person_title Kerry Saunders: FINANCIAL ADVISER; Adviser => INDEPENDENT FINANCIAL ADVISER; FINANCIAL ADVISER; Adviser |
| 2021-02-03 |
update person_title Peter Kingswell-Farr: DIRECTOR; Directors; Independent Financial Adviser; FINANCIAL ADVISER; Tony As a Business Partner => DIRECTOR; Directors; INDEPENDENT FINANCIAL ADVISER and DIRECTOR; Independent Financial Adviser; FINANCIAL ADVISER; Tony As a Business Partner |
| 2021-02-03 |
update person_title Ritchie Whiting: TRAINEE ADVISER => INDEPENDENT FINANCIAL ADVISER; FINANCIAL ADVISER |
| 2021-02-03 |
update person_title Simon Radley: FINANCIAL ADVISER => INDEPENDENT FINANCIAL ADVISER; FINANCIAL ADVISER |
| 2015-04-16 |
insert person Kerry Saunders |
| 2015-02-12 |
delete person Amanda Cook |
| 2015-02-12 |
insert person Carla Thompson |
| 2013-08-28 |
delete otherexecutives Simon Radley |
| 2013-08-28 |
insert person Amanda Cook |
| 2013-08-28 |
insert person Gemma Fowler |
| 2013-08-28 |
update person_title Simon Radley: Director and Independent Financial Adviser; Director => Independent Financial Adviser |
| 2013-05-17 |
update person_title Peter Kingswell-Farr: Director and Independent Financial Adviser / Independent Financial Adviser for Individuals and Businesses => Director and Independent Financial Adviser |
| 2013-04-16 |
update person_description Ben Jones => Ben Jones |
| 2013-04-16 |
update person_description Jackie Smith => Jackie Smith |