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  • Everyone is Different
  • Finding Your True North
  • Seven Secrets of Successful Investing
  • Wills & Estate Planning
  • Wealth Protection
  • Our Advisers
  • Estate and Trust Administration
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  • Executive Advisory Service
  • Trustee Services
  • Business Superannuation & Insurance
  • Accountants
  • Corporate Estate Planning Service
  • Native Title Trusts
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  • The Story So Far
  • Guiding Principles
  • Plan B People
  • Fiduciary Standards
  • Professional Licences & Memberships
  • Corporate Partners and Sponsorships
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  • Media Releases & News
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• The Story So Far
• Guiding Principles
• Plan B People
  • Plan B Wealth Management Ltd Board Profile
  • Plan B Trustees Limited Board Profile
• Fiduciary Standards
• Professional Licences & Memberships
• Corporate Partners and Sponsorships

Directors

Our Board of Directors are committed to the belief that an organisation can be successful by giving primacy to the interest of its clients. Their blend of skills and extensive industry experience drives a focused and ethical approach to financial services.

• Click here to view the Plan B Wealth Management Ltd Board of Directors.
• Click here to view the Plan B Trustees Limited Board of Directors.

Our Financial Advisers

At the heart of Plan B are the financial advisers and their teams. Their purpose is to help you define your wealth management goals, to deliver a considered strategy to realise those goals, and to provide long term support on your journey to turn your vision into reality.

So, what kind of person is a Plan B financial adviser?

Given the importance of their role, Plan B goes to great lengths to ensure we recruit advisers whose values are aligned to our own, and who will contribute to our client-centric culture. In particular, the Plan B financial adviser:

• Will act in an ethical manner with honesty in all transactions.
• Is sincere in the conviction of adding value and always acting with integrity.
• Is not satisfied with today's thinking.
• Is innovative, striving to provide the best service to clients.
• Seeks fulfilment from making a positive difference to clients' lives.

Our advisers abide by best practice regulatory requirements, which requires rigorous study and extensive industry experience. Our advisers undertake Continuing Professional Development to keep abreast of regulatory and legislative changes and adhere to the highest fiduciary standards.

It is important to understand that your financial adviser is supported by a team to help meet your individual needs. In the long term you can be confident Plan B will provide you with a seamless continuity of service over your lifetime.

The Plan B Group

Plan B employs over 150 staff in our Central Park, Perth offices, providing superior financial advisory and funds management service to our valued clients. The quality of our people is a corner stone of the current and future success of our clients. We strive to attract and retain the best people and to enable them to succeed. It is only through our exceptional people that we can deliver exceptional service. Over 60% of Plan B’s employees work in professional roles across twelve separate business units.