Plan B expands its Executive Advisory Services team with senior appointment


Leading wealth management advisory firm, Plan B Group Holdings, is growing its unique Executive Advisory offering, announcing today the appointment of Kieren James as Business Development Manager – Executive Advisory Services. 

Mr James brings additional strength and over twelve years’ experience in the financial planning industry to the Plan B team, where he will be responsible for building on Plan B’s partnerships with companies to help their staff reach their financial and lifestyle goals. 

Plan B Group Executive of Product and Distribution, Paul Cramer, said: “Kieren’s appointment is in line with Plan B’s growth strategy and is a testament to our commitment to providing strategic financial advice to executives and staff of our partnered companies as part of their employment benefits. 

“Kieren’s expertise in financial planning and his commitment to achieving real outcomes is essential to his new role as Business Development Manager and we welcome him to the Plan B Executive Advisory Services team.” 

Most recently, Mr James worked at Shadforth Financial Group as Private Client Adviser where he specialised in providing personal financial planning to high net worth clients. Prior to this, he spent over eight years delivering financial education and services for large employers and member-based organisations as Senior Financial Planner and Team Leader at Outlook Financial Solutions. 

Mr James returns to Plan B having worked as a Technical Adviser for the company over a decade ago when the company was previously known as Plan B Financial Services. 

Commenting on his appointment, Mr James said: “I feel very fortunate to be returning to the Plan B Group and to again be teamed with like-minded quality advisers and executives. I am looking forward to getting straight into the job at hand and strengthening our relationships and offering with key businesses throughout Australia.”

7 June 2012

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