Perth-based dealer group Plan B Wealth Management today announced the appointment of two new advisers, in line with its strategy of growth through the attraction of high quality, experienced professionals.
According to Plan B Group Executive of Product and Distribution, Paul Cramer, Plan B has always believed that the right way of focusing on clients’ best interests is to ensure its advisers share the company’s client-centric values. And working in a boutique, independent firm ideally positions them to do this.
“There has been a lot of talk in the market about advisers being enticed to move with large sign-on bonuses, but Plan B has never agreed with this approach. We are keen to build our advisory team, but only with dedicated advisers who want to make a difference to our clients’ lives,” he said. “It is hard to see how sign-on bonuses are in any client’s best interests, and they are certainly not the way to create a cohesive, successful team of advisers.”
The two appointments announced today will add further depth and talent to the Plan B team.
Des Luplau has over 25 years’ experience in financial services. Prior to his appointment to Plan B, Mr Luplau worked as a financial adviser for the Horizon Investment Solutions group. His other previous positions include as a General Manager for AE Hoskins and with Westpac Financial Planning.
Scott Harvey began his career as a manager for accounting practice, Nissen Hestel Harford, moving to Candor Financial Management in 2007 as Financial Adviser and Group Financial Controller. Scott‘s background as an accountant has given him the technical skills with which to build a career in wealth management, where he specialises in taxation and superannuation.
“Plan B’s strategy is to grow our team, but with advisers who share the Plan B ethos,” said Paul Cramer. “We are very much looking forward to the contribution that Des, Scott and other coming appointments will make to our business.”