Date | Description |
2022-08-17 |
delete person Paige Bingham |
2022-04-30 |
delete otherexecutives Sharon Moore |
2022-04-30 |
insert person Ethan Deverson |
2022-04-30 |
insert person Will Tomlinson |
2022-04-30 |
update person_title Alex Cork: Graduate Paraplanner => Head of Technical Support |
2022-04-30 |
update person_title Anna-Liese Acklam: Practice Manager => Operations Manager |
2022-04-30 |
update person_title Kellie Hockley: Senior Client Support Specialist => Client Support Manager |
2022-04-30 |
update person_title Lauren Halliwell: Client Support Manager => Practice Manager |
2022-04-30 |
update person_title Sharon Moore: Head of Operations => Performance Manager |
2021-12-10 |
delete person Anja Snook |
2021-12-10 |
delete person Hayley Parnell |
2021-12-10 |
delete person Louise Bellamy |
2021-12-10 |
delete person Nic Skinner |
2021-12-10 |
insert person Michael Zaman |
2021-12-10 |
insert person Rosie Small |
2021-12-10 |
update person_title Paige Bingham: Marketing & Client Support Specialist => Marketing Manager |
2021-02-09 |
delete otherexecutives Dean Williams |
2021-02-09 |
insert ceo Dean Williams |
2021-02-09 |
insert otherexecutives Sharon Moore |
2021-02-09 |
delete person Daniel Brooks |
2021-02-09 |
delete person Kayleigh Pawson |
2021-02-09 |
delete person Kokab Wasim |
2021-02-09 |
insert person Anja Snook |
2021-02-09 |
insert person Louise Bellamy |
2021-02-09 |
insert person Megan Rose |
2021-02-09 |
insert person Megan Wright |
2021-02-09 |
insert person Nic Skinner |
2021-02-09 |
update person_title Alex Cork: Paraplanner => Graduate Paraplanner |
2021-02-09 |
update person_title Anna-Liese Acklam: Client Liason Manager => Practice Manager |
2021-02-09 |
update person_title Dean Williams: Financial Adviser; Director => CEO |
2021-02-09 |
update person_title Kellie Hockley: Administrative Assistant => Senior Client Support Specialist |
2021-02-09 |
update person_title Lauren Halliwell: Senior Administrative Assistant => Client Support Manager |
2021-02-09 |
update person_title Paige Bingham: Marketing Manager => Marketing & Client Support Specialist |
2021-02-09 |
update person_title Sharon Moore: Practice Manager => Head of Operations |
2020-03-09 |
update person_title Dean Williams: Member of the Adviser and Paraplanning Team; the Adviser and Paraplanning Team; Later Life Adviser; Director => Financial Adviser; Director |