Clients
Adviser view — households, individuals and entities in your firm
Clients
6
4 people · 2 entities
Combined net worth
$14,673,710
Active this week
0
| Client | Type | Contact | Net worth | Last active |
|---|---|---|---|---|
SJSarah & James Whitfield | Individual | sarah.w@example.com 0412 555 019 | $3,199,110 | 8 Sept 2026 |
WFWhitfield Family Trust | Entity | ABN 51 824 753 556 | $1,420,000 | 2 Sept 2026 |
PRPriya Raman | Individual | priya@example.com 0433 118 204 | $486,900 | 7 Sept 2026 |
TNTom Nguyen | Individual | tom.nguyen@example.com 0401 772 380 | $2,012,400 | 29 Aug 2026 |
NHNguyen Holdings Pty Ltd | Entity | ABN 33 102 998 416 | $5,680,000 | 21 Aug 2026 |
EHEleanor Hart | Individual | e.hart@example.com 0422 090 771 | $1,875,300 | 9 Sept 2026 |