Inside Plan B
Plan B Wealth Management Ltd Board Profile
Below are the members of the Plan B Wealth Management Ltd Board of Directors.
Bryan Taylor
Executive Chairman
AFFAII CFP DipFP FAICD
Mr Bryan Taylor commenced in the Australian insurance industry at a time when the personal financial planning industry was in its infancy. His agency business specialised in investment advice from 1985 onwards and led to the formation of the specialist fee based advisory firm, which became Plan B. Bryan was in the first group of Australian Financial Planners to complete the Diploma of Financial Planning in the late 80's and to be awarded the designation "Certified Financial Planner".
After overseeing the growth of the company during the early 1990's, Bryan was succeeded by Denys Pearce as Managing Director, but has remained involved in guiding the strategic directions of the company in his role as Chairman.
He also remains the company’s Chief Investment Officer, heading up the Investment Policy Committee. In this role, he has been responsible for designing Plan B’s unique Core Portfolios, which enable clients to pool their assets to gain market and administration efficiencies, while still being invested according to their life and risk profiles. This combined with Plan B’s proprietary True North modelling enables clients to see the potential results of their life and investment choices and hence make important decisions with more knowledge and comfort.
Bryan is also a Trustee of the Committee for Economic Development of Australia (CEDA) in the Western Australia chapter.
Outside Plan B, he is a member of the Board of the WA Symphony Orchestra (WASO) and is a trustee of the Trinity Theological College in Perth, of which he was the founding Chairman. Bryan is also an Elder in his local Church in Perth.
Craig Lubich
Executive Director
BPE CFP DipFP FAICD
After a short time working in health services, Craig made his move into the Financial Services industry in 1985 joining AMP. Craig’s partnership with Bryan Taylor was born in 1988, when together, they founded Plan B Wealth Management Ltd (then known as Precedent Financial Services WA Ltd). A Certified Financial Planner and the most senior member of the Plan B Adviser Team, Craig is responsible for the overall design and development of the Corporate and Private Client Advisory Services currently offered by Plan B. Driven by a passion for helping others achieve their objectives and with twenty years experience in the financial services industry, Craig’s areas of expertise include financial strategy analysis and portfolio implementation.
Denys Pearce
Executive Director
BEc(Hons) FAICD
With 15 years experience in the financial services industry, most recently as an Executive with the Westpac Banking Group, Denys joined Plan B in 1999. Responsible for managing the integration of acquired financial services businesses KPMG, Trustwest and Terrace Counsellors, Denys became the Chief Operating Officer of Plan B in 2001 overseeing business units including: Finance, Compliance, Marketing and Communications, Information Technology and People Services. Appointed to the role of Managing Director in 2004, Denys works closely with the Executive Chairman and Directors on strategic issues and is responsible for sustaining a leadership driven environment at Plan B. Denys is also a Director of Plan B Trustees Limited and is a member of the Group’s Audit Committee.