Clients

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All Clients (7)

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Client NameEmailPhoneSMSF / Fund NameCompany NameStatusLast ActivityAssigned ToActions
Jordin Rose Mackaysarah.mitchell@email.com0412 345 678J & J Mackay Property #1Mitchell Trustee Pty LtdSubmitted2 hours agoSarahView Details
Robert Leslie Fraserdavid.thompson@email.com0423 456 789RNE19 Super FundDT Trustee Co Pty LtdNeeds Review5 hours agoVanessaView Details
Melanie Elizabeth Dowlingjen.wong@email.com0434 567 890Dowling Super Fund-In Progress1 day agoLaurenView Details
Tacy-Lee Taylorm.roberts@email.com0445 678 901Taylormade #9Roberts Trustees Pty LtdReady to Forward1 day agoJohnView Details
Robert Leslie Fraserlisa.anderson@email.com0456 789 012RNE19 Super FundAnderson Corp Trustee Pty LtdMissing Information2 days agoStaceyView Details
Melanie Elizabeth Dowlingjames.wilson@email.com0467 890 123Dowling Super Fund-Form Sent3 days agoVanessaView Details

Jordin Rose Mackay

Client Information and Application History

Email

sarah.mitchell@email.com

Phone

0412 345 678

SMSF / Fund Name

J & J Mackay Property #1

Company Name

Mitchell Trustee Pty Ltd

Current Status

Submitted

Assigned To

Sarah