Date | Description |
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 |