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Marcus Whitfield
CUSTOMER · Melbourne VIC · joined 2026-04-18
DEMO CONTACT — sample data Edit contact
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Total referred
2 deals
Commission earned
Lifetime
Active deals
1
In-flight
Compliance
NA
No instrument
Pending
$0
PENDING + COOLING_OFF
Eligible
$0
Cleared cooling-off
Paid
$0
Banked
Clawback
$0
None
Data source: Seed (sample) · 0 ledger entries · 0 activities
Contact details
Type: CUSTOMER
Email: [email protected]
Phone: +61 432 558 119
City: Melbourne VIC
Vertical:
Joined: 2026-04-18
Status: ACTIVE
Trust + compliance
Compliance status: N/A
Trust instrument:

Deals (2)

DealVerticalStageValueCommissionUpdated
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

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