Personal Solutions
Meet Our Advisers
Below is a list of our Advisers. Please contact them via our Client Services Team on 1300 362 082 or planb@planbonline.com.
Craig Lubich
CFP® DipFP
Craig is a director and co-founder of Plan B. A Certified Financial Planner™ and the most senior member of the Plan B Adviser Team, Craig is responsible for the overall design and development of the Corporate and Private Client Advisory Services currently offered by Plan B. Driven by a passion for helping others achieve their objectives and with almost twenty years experience in the financial services industry, Craig's areas of expertise include financial strategy analysis and portfolio implementation.
Terry Dillon
CFP® DipFP
Terry is a senior adviser of the Plan B team with over 17 years experience in the financial services industry. He works primarily with senior executives and professional clients and is responsible for many of Plan B's most important client and corporate relationships. He is a member of the Lifetime Investment and Superannuation Service Investment Committee that oversees the management of more than $1.3 billion of client funds.
Robin Walford
CFP® DipFP
Robin joined Plan B in 1993 and now heads up one of Plan B’s senior financial advisory teams, assisting clients and their families to accumulate and preserve wealth. Robin has completed a Diploma of Financial Planning and is a Certified Financial Planner™. With over 17 years experience in the financial services industry, Robin brings a wealth of knowledge and experience to his role.
Andrew White
CFP® BBus CPA
Andrew has completed a Bachelor of Business. He is a member of CPA Australia and a Certified Financial Planner™ who has a strong personal commitment to continued professional development. Andrew is one of Plan B's most senior advisers.
Lesley Warren
CFP® DipFP
Lesley Warren has been in the financial industry in Perth for over twenty years, and now specialises in providing ongoing service to Plan B's client base. Lesley has completed a Diploma of Financial Planning and is a Certified Financial Planner™.
Darren Nash
CFP® BCom GradDipFP
Darren, a graduate of Curtin University, has completed a Commerce Degree as well as a Graduate Diploma in Financial Planning through the Securities Institute of Australia. He has also attained Certified Financial Planner™ status and has been working in the banking and finance industry since 1994.
Keith Barridge
CFP® DipFP
Keith joined Plan B in early 1993, advising companies on superannuation and remuneration planning. A senior adviser, Keith has almost 20 years of financial planning experience. Keith’s work has evolved to include financial coaching and the design of complex financial plans for business leaders and their executives.
Norm Jackson
CFP, AIBF (SNR), SIA (AFF)
Norm Jackson's career in financial planning began in January 1982. His list of
credentials include a Diploma in Financial Planning, a Certificate in Financial Markets and Certified Financial Planner status. Norm is an Affiliate Member of the Securities Institute of Australia, Member of the Financial Planning Association of Australia, Senior Associate of the Australian Institute of Banking and Finance, and a Member of the Australian Institute of Management.
Mike Dowling
CFP® DipFP
Mike has completed the Diploma of Financial Planning and is a Certified Financial Planner™. Prior to moving into private client advice over 10 years ago, Mike worked for several years in the area of development and provision of retirement policy programs for the Commonwealth Government. Mike joined Plan B in 1999 and is dedicated to assisting all clients to achieve their lifestyle and financial goals.
Clint Beeck
CFP® BCom DipFP
Having now worked within the financial services industry for over ten years, Clint joined Plan B in 1997. Clint held the role of Technical Development Manager, overseeing the training of Plan B's expanding Technical Services Team before moving into his current role in advising.
Peter Cary
CFP® GradDipBus MBA CPA DipFP
Peter joined Plan B in early 2000. Prior to this Peter was employed at HBF for twenty years where he managed Audit, Finance and Treasury, carried out Company Secretarial functions and was involved in strategic planning for the HBF Group. Peter has an Accounting Degree, a Graduate Diploma in Business and an MBA. He is a member of the CPA, Institute of Chartered Secretaries, Institute of Internal Auditors, Corporate Treasurers in Australia and the Financial Planning Association.
Susan Jardine
CFP® DipFP
Susan joined Plan B in September 1997. She is a Certified Financial Planner™ and has completed a Diploma of Financial Planning through Deakin University. Susan has 14 years experience in the financial services industry, previously working in funds management and for a large insurance company.
Mike Berry
BCom GradDipFP
Mike Berry joined Plan B in 2000. He has completed a Bachelor of Commerce majoring in Banking and Finance through Curtin University and a Graduate Diploma of Financial Planning.
Dale Scally
BBus DipFP
Dale holds a Business Degree in Financial Management and Economics from Curtin University and a Diploma in Financial Planning from the Securities Institute of Australia. He has had extensive experience in the finance sector with involvement in retail and commercial lending, stockbroking, insurance and financial planning. Dale has been a Financial Adviser with Plan B since early 2000.
Natalie Woods
DipFP
Natalie holds qualifications in Financial Advising and is also a member of the Financial Planning Association. Natalie is Plan B's presence in Mandurah. She is a local resident of the Peel Region, and is member of the Rotary Club of Mandurah.
Andrew Gannon
BCom DipFS ASA
Andrew holds a Bachelor of Commerce degree, majoring in Accounting and Financial Planning from Curtin University. He has also completed a Diploma of Financial Services (Financial Planning) through Deakin University. Andrew is an Associate Accountant (ASA) and is a member of CPA Australia. Andrew has been with Plan B since early 2003.
Michael Moursellas
BBus GradDipFinPlanning
Michael commenced with Plan B in 2003. He is a graduate of Edith Cowan University where he completed a Bachelor of Business, majoring in Finance and Economics. Michael has also completed a Post Graduate Diploma of Financial Planning through the Securities Institute of Australia.
Scott Tanner
BCom GradDipFP
Scott commenced with Plan B in 2001. He has completed a Bachelor of Commerce through Curtin University, majoring in Economics and Finance. Scott has also completed a Graduate Diploma of Financial Planning through the Securities Institute of Australia.
Michael Harwood
BCom, GDipAppFin, Adv DipFS(FP)
Having worked in the financial services industry for 8 years Michael joined Plan B in 2004. Having graduated from Murdoch University with a Bachelor of Commerce majoring in Accounting, Finance and Computer Science, Michael has since completed additional qualifications in Applied Finance and Financial Planning.