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.”

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Mr Black welcomed the arrival of Mr Cramer, who will lead the firm’s critical areas of wealth management (advice) product and business development. 

“I am pleased to be able to attract an executive of Paul’s calibre to the team, and look forward to Plan B capitalising on the growth and development opportunities ahead of us. In talking to all of our advisers and staff in recent weeks I am even more confident that Plan B is uniquely placed to grow both as a business and a high quality advice provider to clients,” said Mr Black. 

Mr Cramer brings a distinguished track record with a number of quality financial services brands, including MLC, William Buck and Macquarie Private Wealth. He is a Certified Financial Planner and has held specialist senior management, sales management and business development roles. 

“I am delighted to be joining Plan B and returning to my roots in the financial advice sector,” said Mr Cramer. “The current environment in Australia supports the premise that holistic, ethical advice will continue to rise to the top, supported with quality financial products that are in the best interests of the client.”

Mr Cramer will officially start with Plan B on 21 November 2011.

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