Plan B Wealth Management
|Name||Position||Year Started||Year Ended|
|Jamie Gilroy||Analyst Programmer||2005||2010|
|Announced||Bidder||Target||Transaction Type||Total Value|
|13/07/12||IOOF Holdings||Plan B Wealth Management||Takeover||$49.1m||>>|
|23/02/12||Plan B Wealth Management||My Adviser||Asset acquisition||$1.7m||>>|
BiographyPlan 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