| Date | Description |
|---|
| 2024-04-11 |
delete person Katie Gelletly |
| 2023-07-14 |
insert otherexecutives Amanda Dawson |
| 2023-07-14 |
insert person Katie Gelletly |
| 2023-07-14 |
update person_description Amanda Dawson => Amanda Dawson |
| 2023-07-14 |
update person_description Anthony Prior => Anthony Prior |
| 2023-07-14 |
update person_title Amanda Dawson: Adviser Profile; Director / Senior Financial Planner => Member of the Financial Planning Association; Senior Financial Adviser; Director |
| 2023-07-14 |
update person_title Anthony Prior: Adviser Profile; Managing Director => Senior Financial Adviser; Managing Director |
| 2021-06-24 |
delete otherexecutives Debbie Falkenberg |
| 2021-06-24 |
delete otherexecutives Kerry Gore |
| 2021-06-24 |
delete person Brett Grocke |
| 2021-06-24 |
delete person Debbie Falkenberg |
| 2021-06-24 |
delete person Kerry Gore |
| 2021-06-24 |
update person_title Amanda Dawson: Adviser Profile; Financial Planner => Adviser Profile; Director / Senior Financial Planner |
| 2021-02-13 |
insert otherexecutives Debbie Falkenberg |
| 2021-02-13 |
update person_description Brett Grocke => Brett Grocke |
| 2021-02-13 |
update person_description Debbie Falkenberg => Debbie Falkenberg |
| 2021-02-13 |
update person_title Debbie Falkenberg: Receptionist => Customer Service Officer |
| 2021-01-14 |
delete person Fleur Lydeamore |
| 2021-01-14 |
delete person Judi Bert |
| 2021-01-14 |
update person_title Amanda Dawson: Adviser Profile; Associate Financial Planner => Adviser Profile; Financial Planner |
| 2020-01-02 |
insert person Brett Grocke |
| 2019-11-02 |
insert person Debbie Falkenberg |
| 2019-03-31 |
insert otherexecutives Kerry Gore |
| 2019-03-31 |
update person_title Kerry Gore: Receptionist / Customer Service => Customer Service Officer |
| 2017-10-09 |
update person_title Amanda Dawson: Paraplanner => Associate Financial Planner |
| 2017-06-25 |
delete person Karla Rosenzweig |
| 2017-06-25 |
insert person Kerry Gore |
| 2017-06-25 |
insert person Wendy Chapman |
| 2016-10-08 |
update person_description Karla Rosenzweig => Karla Rosenzweig |
| 2016-09-10 |
delete otherexecutives Amanda Dawson |
| 2016-09-10 |
update person_description Amanda Dawson => Amanda Dawson |
| 2016-09-10 |
update person_title Amanda Dawson: Customer Service Officer => Paraplanner |
| 2016-09-10 |
update person_title Fleur Lydeamore: Senior Customer Service Officer => Office Manager |
| 2016-09-10 |
update person_title Judi Bert: Associate Financial Planner => Financial Planner |
| 2016-07-13 |
insert otherexecutives Amanda Dawson |
| 2016-07-13 |
insert person Amanda Dawson |
| 2016-07-13 |
insert person Karla Rosenzweig |
| 2016-01-11 |
update person_description Fleur Lydeamore => Fleur Lydeamore |
| 2016-01-11 |
update person_description Judi Bert => Judi Bert |