Total referred
$428.0k
1 deals
Commission earned
$642
Lifetime
Active deals
1
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 · 1 activity
Role mix how this person appears across deals
As Referrer
0
deals
Deal value
$0
Commission
$0
As Partner
1
deal
Deal value
$1.8k
Commission
$0
As Customer
0
deals
Deal value
$0
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: MEMBER
Email: [email protected]
Phone: +61 423 991 117
City: Melbourne VIC
Vertical: Financial Planning
Company: Foster Planning (ABN 12 558 880 442)
Licence:
Community of origin: FAAA VIC
Joined: 2026-02-22
Status: ACTIVE
Email: [email protected]
Phone: +61 423 991 117
City: Melbourne VIC
Vertical: Financial Planning
Company: Foster Planning (ABN 12 558 880 442)
Licence:
AFSL #244832Community of origin: FAAA VIC
Joined: 2026-02-22
Status: ACTIVE
Trust + compliance
Compliance status: Green
Trust instrument: CLIENT_REFERRAL
Signed: 2026-02-22
Anchor:
Status: ACTIVE
Funnel stage: ACTIVATED
Trust instrument: CLIENT_REFERRAL
Signed: 2026-02-22
Anchor:
0xb73...01ffStatus: ACTIVE
Funnel stage: ACTIVATED
Deals (1)
| Deal | Vertical | Stage | Value | Commission | Updated |
|---|---|---|---|---|---|
| DEAL-00903 Liam Foster client - SMSF advice |
Financial Planning | H3a · Partner intake | — | — | 2026-06-21 |
Tasks (0 open) New task
No tasks yet. Add the first one →
Commission ledger (0)
| Deal UID | Gross | Commission | Status | Created | Paid | RCTI |
|---|---|---|---|---|---|---|
| No ledger entries yet. | ||||||
Files (0)
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Add note / log activity
Activity timeline (1)
MEETING SMSF advice intake meeting
2026-06-21 11:00
Client onboarded. SoA in preparation.
by Liam Foster