MONEY MANAGERS: Plan B wealth management head Terry Dillon (right) with IOOF Holdings managing director Christopher Kelaher. Photo: Bohdan Warchomij

IOOF connection puts Plan B on the front foot

PERTH company Plan B Financial Services has had four ownership models over the past 20 years, but new boss Terry Dillon argues the latest is the best yet.

The ownership changes stemmed from Plan B’s search for the best capital structure to support a growing business and cope with changing market conditions.

“There was always a tension in the business, where we needed to broaden the shareholding and keep our good advisers keen to continue working in the business,” said Mr Dillon, who has been through all the major changes.

Brian Taylor and Craig Lubich established the business in 1986 under the name Precedent Financial Services.

Over the next decade they were joined by a handful of other shareholders, including Mr Dillon, but eventually fell to the lure of a big brother.


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