CALDER WEALTH MANAGEMENT - History of Changes


DateDescription
2024-03-25 delete person Jean Bahr
2024-03-25 insert about_pages_linkeddomain consultum.com.au
2024-03-25 insert contact_pages_linkeddomain consultum.com.au
2024-03-25 insert index_pages_linkeddomain consultum.com.au
2024-03-25 insert management_pages_linkeddomain consultum.com.au
2024-03-25 insert person Sophie Pipkorn
2023-10-16 insert person Jodie Schroeder
2023-10-16 insert person Yudhish Bharucha
2023-09-14 delete about_pages_linkeddomain cwmfinance.com.au
2023-09-14 delete index_pages_linkeddomain cwmfinance.com.au
2023-09-14 delete terms_pages_linkeddomain cwmfinance.com.au
2023-09-14 update person_title James Hopton: Paraplanner / Education and Accreditations; Paraplanner => Adviser Associate / Education and Accreditations; Adviser Associate
2023-09-14 update person_title Kerryn Shaw: Financial Adviser => Senior Financial Adviser; Financial Adviser
2023-08-12 insert about_pages_linkeddomain cwmfinance.com.au
2023-08-12 insert index_pages_linkeddomain cwmfinance.com.au
2023-08-12 insert terms_pages_linkeddomain cwmfinance.com.au
2023-07-10 delete management_pages_linkeddomain cwmfinance.com.au
2023-07-10 delete person Hayley Walsh
2023-06-06 delete person Stefan Miraglia
2023-06-06 insert management_pages_linkeddomain cwmfinance.com.au
2023-06-06 insert person David Titley
2023-04-29 delete fax (08) 8373 3737
2023-04-29 insert address 13 Railway Terrace, Nuriootpa SA 5355
2023-04-29 insert person Adrian Ruggiero
2023-04-29 insert person Carolyn Kaye
2023-04-29 insert person Murray Kaye
2023-04-29 update person_title Aaron Doig: Private Client Adviser => Senior Financial Adviser
2023-04-29 update person_title Anthony Hill: Private Client Adviser => Senior Financial Adviser
2023-04-29 update person_title Ben Calder: Private Client Adviser; Managing Director => Senior Financial Adviser; Managing Director
2023-04-29 update person_title James Herriman: Private Client Adviser => Senior Financial Adviser
2023-03-28 delete contact_pages_linkeddomain cwmfinance.com.au
2023-02-25 delete management_pages_linkeddomain cwmfinance.com.au
2023-02-25 insert contact_pages_linkeddomain cwmfinance.com.au
2022-11-21 insert management_pages_linkeddomain cwmfinance.com.au
2022-10-20 delete contact_pages_linkeddomain cwmfinance.com.au
2022-09-19 delete index_pages_linkeddomain cwmfinance.com.au
2022-09-19 delete person Brooke Romano
2022-09-19 delete terms_pages_linkeddomain cwmfinance.com.au
2022-07-18 delete about_pages_linkeddomain consultum.com.au
2022-07-18 delete contact_pages_linkeddomain consultum.com.au
2022-07-18 delete index_pages_linkeddomain consultum.com.au
2022-07-18 delete management_pages_linkeddomain consultum.com.au
2022-07-18 delete management_pages_linkeddomain cwmfinance.com.au
2022-07-18 insert contact_pages_linkeddomain cwmfinance.com.au
2022-07-18 insert index_pages_linkeddomain cwmfinance.com.au
2022-07-18 update person_title Ivana Sanzari: Practice Support Manager; Practice Support Manager / Education and Accreditations => Practice Manager / Education and Accreditations; Practice Manager
2022-06-16 insert management_pages_linkeddomain cwmfinance.com.au
2022-05-17 delete index_pages_linkeddomain cwmfinance.com.au
2022-05-17 update person_title Liz Wilson: Associate Adviser / Education and Accreditations; Associate Adviser => Financial Adviser
2022-04-15 insert index_pages_linkeddomain cwmfinance.com.au
2022-03-16 insert person James Hopton
2022-03-16 insert person Jean Bahr
2022-03-16 insert person Lily Faulding
2022-03-16 insert person Liz Wilson
2021-12-14 delete person Steph Panos
2021-12-14 insert address 47 Hutchinson Street, Mt Barker SA 5251
2021-09-21 delete person Anita Butcher
2021-07-20 delete person Tayla Medson
2021-05-18 update person_title Stefan Miraglia: Associate; Financial Adviser => Financial Adviser
2021-04-04 delete person Liz Anderson
2021-04-04 insert person Anita Butcher
2021-04-04 insert person Ivana Sanzari
2021-04-04 update person_title Brooke Romano: Adviser Assistant / Education and Accreditations; Adviser Assistant => Client Associate / Education and Accreditations; Client Associate
2021-04-04 update person_title Kerryn Shaw: Associate; Financial Adviser => Financial Adviser
2021-04-04 update person_title Rochelle Waters: Adviser Assistant; Adviser Assistant / Education and Accreditations => Client Associate / Education and Accreditations; Client Associate
2021-04-04 update person_title Tayla Medson: Adviser Assistant; Adviser Assistant / Education and Accreditations => Client Associate / Education and Accreditations; Client Associate
2021-01-26 delete person Peter Bevan
2021-01-26 insert person Brooke Romano
2021-01-26 insert person Liz Anderson
2021-01-26 update person_title Tayla Medson: Adviser Assistant => Adviser Assistant; Adviser Assistant / Education and Accreditations
2020-05-21 delete person Bek Karutz
2020-05-21 update person_title Rochelle Waters: Adviser Assistant => Adviser Assistant; Adviser Assistant / Education and Accreditations
2020-04-21 delete email hw@calderwm.com.au
2020-04-21 insert email hw@calderfinance.com.au
2020-04-21 update person_title Steph Panos: Paraplanner => Paraplanner / Education and Accreditations; Paraplanner
2020-03-22 delete person Tony Ciccone
2020-01-19 insert person Bek Karutz
2020-01-19 insert person Rochelle Waters
2020-01-19 insert person Steph Panos
2020-01-19 insert person Tayla Medson
2020-01-19 insert person Tony Ciccone
2019-06-18 insert person Hayley Walsh
2019-06-18 update founded_year 1989 => 1974