| Date | Description |
|---|
| 2025-03-17 |
insert cfo ABBIE PALLESEN |
| 2025-03-17 |
delete person MATHINE WALTER |
| 2025-03-17 |
delete person PAIGE MACPHERSON |
| 2025-03-17 |
insert person ANDREW BENNETT |
| 2025-03-17 |
insert person ANNA COTTER |
| 2025-03-17 |
insert person DAVID BLACK |
| 2025-03-17 |
insert person JOHN MCCONNELL |
| 2025-03-17 |
insert person JOSH BURGESS |
| 2025-03-17 |
insert person MATT VAZEY |
| 2025-03-17 |
insert person MICHELLE WONG |
| 2025-03-17 |
insert person NATASHA MAHON |
| 2025-03-17 |
insert person RACHAEL SEDGWICK |
| 2025-03-17 |
insert person REBECCA BRETT |
| 2025-03-17 |
insert person SIMON PARKER |
| 2025-03-17 |
insert person STEPHANIE DAVIS |
| 2025-03-17 |
update person_description JACK CAMPBELL => JACK CAMPBELL |
| 2025-03-17 |
update person_title ABBIE PALLESEN: FINANCE MANAGER => CHIEF FINANCIAL OFFICER |
| 2025-03-17 |
update person_title AMANDA SCHULZ: OPERATIONS MANAGER => PROJECT MANAGER |
| 2025-03-17 |
update person_title Alicia Rose: Paraplanner => Client Service Manager |
| 2025-03-17 |
update person_title Denise Labuca: Client Service Manager => Paraplanner |
| 2025-03-17 |
update person_title JACK CAMPBELL: SENIOR PARAPLANNER => PARAPLANNING TEAM LEADER |
| 2025-03-17 |
update person_title JORDAN MCMAHON: FINANCIAL ADVISER; ASSOCIATE => FINANCIAL PLANNER |
| 2025-03-17 |
update person_title LEANNE BRAZEL: CLIENT SERVICE MANAGER => CLIENT SERVICES TRAINING FACILITATOR |
| 2024-10-26 |
delete person EMMA PROBST |
| 2024-10-26 |
delete person HAZEL ANNE CEPE |
| 2024-10-26 |
delete person MORGAN KNUDSEN |
| 2024-10-26 |
delete person REBECCA HALLIDAY |
| 2024-10-26 |
delete person SETON SAMSON |
| 2024-10-26 |
insert person Adam Miliszewski |
| 2024-10-26 |
insert person Alicia Rose |
| 2024-10-26 |
insert person Denise Labuca |
| 2024-10-26 |
insert person HAZEL ANNE JAVELLANA |
| 2024-10-26 |
insert person Kirra Gold |
| 2024-10-26 |
insert person MOIRA SISA |
| 2024-10-26 |
insert person MORGAN DAVIS |
| 2024-10-26 |
insert person Nick Duffy |
| 2024-10-26 |
insert person PAUL COLEMAN |
| 2024-10-26 |
insert person Ross Potter |
| 2024-10-26 |
insert person Taya Kaslik |
| 2024-08-14 |
insert person CAMERON PIENING |
| 2024-08-14 |
insert person PHIL BOYS |
| 2024-08-14 |
insert person REBECCA HALLIDAY |
| 2024-08-14 |
update person_description DANIELLE KELLY => DANIELLE KELLY |
| 2024-08-14 |
update person_title CRISTIAN FUENZALIDA: QUALITY ASSURANCE MANAGER => COMPLIANCE & RISK MANAGER |
| 2024-08-14 |
update person_title JORDAN MCMAHON: SENIOR CLIENT SERVICE MANAGER => FINANCIAL ADVISER; ASSOCIATE |
| 2021-10-05 |
delete person Angela Aquino |
| 2021-10-05 |
delete person MARIE TONIE CARIÑO |
| 2021-10-05 |
delete person Sam Strickland |
| 2021-10-05 |
insert person Sam Bryant |
| 2021-10-05 |
insert person Tony Wregg |
| 2021-10-05 |
update person_title Jess Cananzi: Client Service Manager for the Lending Team; Client Service Manager ( Lending ) => Client Service Manager for the Lending Team; Operations Manager ( Lending ) |
| 2021-10-05 |
update person_title Yukari Ando: Financial Planner => Business Officer |
| 2021-06-10 |
delete person Kathie Fielden |
| 2021-02-21 |
update person_description Amanda Tang => Amanda Tang |
| 2021-02-21 |
update person_title Amanda Tang: Technical Integrity Manager - Advice Service and Paraplanning Operations => Operations Manager |
| 2021-01-21 |
insert person HAZEL ANNE CEPE |
| 2021-01-21 |
insert person JOHN DAVID TABULOC |
| 2021-01-21 |
insert person MARIE TONIE CARIÑO |
| 2021-01-21 |
update person_title Bree Simonds: Client Service Manager => Advice Integrity Officer |
| 2020-09-27 |
delete ceo David Murray |
| 2020-09-27 |
insert otherexecutives David Murray |
| 2020-09-27 |
insert person Angela Aquino |
| 2020-09-27 |
insert person Arlene Solis |
| 2020-09-27 |
insert person David Layton |
| 2020-09-27 |
insert person Deb Blacksell |
| 2020-09-27 |
insert person Lesley Richards |
| 2020-09-27 |
insert person Phil Layton |
| 2020-09-27 |
insert person Sam Strickland |
| 2020-09-27 |
update person_description Rosalie Devera => Rosalie Devera |
| 2020-09-27 |
update person_title Casey Bell: Client Service Manager => Client Service Manager; Client Services Team Leader |
| 2020-09-27 |
update person_title David Murray: Chief Executive Officer => Director |
| 2020-09-27 |
update person_title Janene Brew: Bookkeeper; Member of the Institute of Chartered Accountants => Bookkeeper & Registered BAS Agent; Member of the Institute of Chartered Accountants |
| 2020-09-27 |
update person_title Jess Cananzi: Client Service Manager for the Lending Team at Sterling Private Wealth; Client Service Manager ( Lending ) => Client Service Manager for the Lending Team; Client Service Manager ( Lending ) |
| 2020-09-27 |
update person_title Scott Goudy: Associate for the Sterling Lending Team; Broker; Broker Associate ( Lending ) => Associate for the Signate Lending Team; Broker; Broker Associate ( Lending ) |