SKYBOUND FINANCIAL PLANNING - History of Changes


DateDescription
2024-04-03 insert otherexecutives Jabir Sardharwalla
2024-04-03 insert person Brenton Vickery
2024-04-03 insert person Jabir Sardharwalla
2024-04-03 update person_description Matthew Ransom => Matthew Ransom
2024-04-03 update person_title Bruce Pryor: Trainee Financial Planner => Financial Planner
2024-04-03 update person_title Matthew Ransom: Paraplanner; Member of the Paraplanning => Trainee Financial Planner
2024-04-03 update person_title Rich Williams: Paraplanner => Investment Analyst; Member of the Investment Team
2023-10-15 insert person Hannah Pateman
2023-10-15 update person_description Alex Lester => Alex Lester
2023-05-20 insert person Alex Lester
2023-05-20 insert person Karolina Danielewicz
2023-05-20 update person_description Fiona Edwards => Fiona Edwards
2023-05-20 update person_description Ryan Davies => Ryan Davies
2023-05-20 update person_title Abbi Stewart: Senior Administrator => Receptionist
2023-05-20 update person_title Bruce Pryor: Senior Administrator => Trainee Financial Planner
2023-05-20 update person_title Julie Andrews: Senior Administrator => Investment Administrator