Monday 15 September 2026
2Overdue
7Due today
3Completed
today
4Waiting on
someone
Right NowMeeting in 45 min10:00 AM
Halverson, Phillip & Susie
Annual review meeting. SOE expires in 28 days. Chase signed SOA from last session.
3 open actions 2 unread emails Net worth $2.4M AI Prep Ready
Today
3 of 7 doneKeen, Jack & SavannaSend revised insurance recommendation to JackmeetingOverdue 2d
Tate, Chris & TracyChase Stropro settlement statement from brokeremailOverdue 1d
Elangovan, Ven & CassReview SMSF investment strategy before Thursday callmanualToday
Connolly, Chris & TinaPrepare property settlement cost base for SharesightmeetingToday
Waiting On
ClientKing, Josh & AmeliaSigned wholesale certificate8 days
ComplianceMurray, Neil & NeredaSOA licensee approval (Oliver)3 days
ReferrerFung & TochtermannMortgage valuation from Unconditional Finance12 days
ProviderThein, Mya & ShaneC2 Gateway maturity payout confirmation5 days