Total referred
—
3 deals
Commission earned
—
Lifetime
Active deals
2
In-flight
Compliance
GREEN
CLIENT_REFERRAL
Pending
$0
PENDING + COOLING_OFF
Eligible
$0
Cleared cooling-off
Paid
$0
Banked
Clawback
$0
None
Data source: Seed (sample)
·
0 ledger entries · 3 activities
Role mix how this person appears across deals
As Referrer
0
deals
Deal value
$0
Commission
$0
As Partner
0
deals
Deal value
$0
Commission
$0
As Customer
1
deal
Deal value
$750.0k
Commission
$0
Trust reputation behavioural signals, engine-derived
Trust score
Watch
across 1 deal
Chain integrity
0%
Average across all their deals
Clawback rate
0%
0 of 1 deals
Settled deals
0
0 active in flight
Scores derived from deals.handshake_completeness and engine-written ledger_entries (status = CLAWED_BACK). No manual flags — every signal is behavioural.
Contact details
Type: PARTNER
Email: [email protected]
Phone: +61 432 110 553
City: Melbourne VIC
Vertical: Financial Planning
Licence:
Joined: 2026-05-15
Status: ACTIVE
Email: [email protected]
Phone: +61 432 110 553
City: Melbourne VIC
Vertical: Financial Planning
Licence:
AFSL #281992Joined: 2026-05-15
Status: ACTIVE
Trust + compliance
Compliance status: Green
Trust instrument: CLIENT_REFERRAL
Trust instrument: CLIENT_REFERRAL
Deals (3)
| Deal | Vertical | Stage | Value | Commission | Updated |
|---|---|---|---|---|---|
| DEAL-00703 Marcus Whitfield financial plan $12k |
Financial Planning | Paid | $12.0k | $840 | 2026-05-25 |
| DEAL-00903 Liam Foster client - SMSF advice |
Financial Planning | H3a · Partner intake | — | — | 2026-06-21 |
| DEAL-00906 Priya Nair home & contents bundle |
Insurance | Eligible for payout | $2.2k | $154 | 2026-06-20 |
Tasks (1 open) New task
Sign Anita Roth AFFILIATE upgrade
NORMAL
9d overdue
Commission ledger (0)
| Deal UID | Gross | Commission | Status | Created | Paid | RCTI |
|---|---|---|---|---|---|---|
| No ledger entries yet. | ||||||
Files (0)
No files yet. Upload the first one above ↑
Add note / log activity
Activity timeline (3)
SYSTEM Contact restored
2026-06-27 04:29
founder restored this contact to ACTIVE.
by founder
SYSTEM Contact archived
2026-06-27 04:29
founder archived this contact. Audit-safe — record retained, hidden from default lists.
by founder