Search

Plan B Wealth Management

Established in WA: 1986
Level 28 Central Park, 152-158 St Georges Terrace, PERTH, 6000
08 9324 6000

Article Timeline

Past Employees

NamePositionYear StartedYear Ended
Jamie Gilroy Analyst Programmer20052010

M&A Deals

AnnouncedBidderTargetTransaction TypeTotal Value
13/07/12IOOF HoldingsPlan B Wealth ManagementTakeover$49.1m>>
23/02/12Plan B Wealth ManagementMy AdviserAsset acquisition$1.7m>>

Biography

Plan B has been helping clients achieve their person financial objectives since their inception in 1986. They offer unique end-to-end service so that client’s financial requirements are met through their advisor. Plan B is a fee advice-based business that has grown its range of services which include investment management and administration, estate planning, finance and insurance. Plan B service more than 20,000 clients throughout Australia and New Zealand, and have over $1.6 billion invested through administration and investment solutions.

Plan B Group Holdings was acquired by IOOF in October 2012.
Biography last updated 29 Mar 2019

BNiQ Disclaimer