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Showing 1 - 4 of 4 results for "Plan B Wealth Management"

Regal Partners makes two senior hires

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
... she drove profitable growth in funds under management for its affiliated boutiques. She also worked at Plan B Wealth Management in Auckland earlier in her career.

Merricks Capital appoints head of distribution

CHLOE WALKER  |  WEDNESDAY, 12 JAN 2022
... success," a spokesperson from Bennelong commented. Prior to joining Bennelong, Seric spent two years at Plan B Wealth Management in Auckland. Merricks Capital recently capped off a $40 million senior credit facility with the ICAM Duxton Port Infrastructure ...

A team joins Plan B

LINDA HAUSKEN  |  TUESDAY, 19 JUN 2012
Perth-based dealer group Plan B Wealth Management has appointed two new advisers, in line with its strategy of growth through the attraction of high quality, experienced professionals. Plan B believes that the right way of focusing on clients' best ...

Adviser hiring blitz at Macquarie Private Wealth

ELISE BURGESS  |  THURSDAY, 10 NOV 2011
... advise clients in the defence and public sector about retirement planning and super. Four advisers from Plan B Wealth Management have moved across to the Macquarie Private Wealth Perth office, namely Michael Harwood, Michael Moursellas, Ryan Wareing ...
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