Personal Solutions
Meet Our Advisers
Personal. Dedicated. Experienced. Our qualified Financial Advisers provide strategic financial advice tailored to your individual situation. To find out more, simply call (08) 324 6000 or email planb@planbonline.com.
Craig Lubich
Certified Financial Planner™ BEd(PhysEd), DipFP
Craig is the Chief Executive Officer and co-founder of Plan B Wealth Management. Craig has more than 20 years experience in the financial services industry and is responsible for the development of our Client Advisory Services. He has a high level of expertise in investments, financial strategy analysis and portfolio implementation and remains driven by the same principles he based the company on - helping others achieve their goals with more certainty, less risk and greater control.
Robin Walford
Certified Financial Planner™ DipFP
Robin brings extensive knowledge and experience to Plan B with a career in the financial services industry spanning more than 20 years. Since joining the company in 1993, Robin has assisted numerous clients and their families to accumulate and preserve their wealth. Robin has a Diploma of Financial Planning.
Terry Dillon
Certified Financial Planner™ DipFP
Terry is one of Plan B's longest serving Advisers and brings more than 20 years of experience in financial services. He specialises in working with senior executives and professional clients to ensure they remain financially organised and on track to achieve their personal goals. Terry is an avid cyclist and is heavily involved in junior cricket as a coach and coordinator.
Keith Barridge
Certified Financial Planner™ DipFP
Keith started his career in the financial services industry in 1988, initially specialising in superannuation and remuneration for companies and their executives, and later expanding into providing financial planning services to executives. He joined Plan B in 1993 after determining a mutual commitment to working for and being paid directly by his clients. His main drive is to help clients realise their goals through financial coaching and see them grow personally and professionally through the process. Keith is also a strong advocate of the importance of estate planning as part of a comprehensive financial plan.
Outside of Plan B, Keith has been a member of Rotary for more than 20 years and is the father of three sons and grandfather of eight. Along with enjoying wining and dining with family and friends and being a keen golfer (16 handicap), he is also a sports fan - having surfed, sailed and played squash, soccer and touch footy.
Andrew White
Certified Financial Planner™ BBus, CPA
Andrew is a member of CPA Australia has been with Plan B since 1998. An advocate of the importance of financial discipline, Andrew helps clients coordinate their financial affairs and ensures their financial strategy is aligned with their overall objectives. Andrew has also completed a Bachelor of Business.
Mike Dowling
Certified Financial Planner™ DipFP
Mike has worked in financial services for 20 years and before joining Plan B in 1999, was involved in developing and providing financial solutions to clients in the public sector. Mike has a Diploma of Financial Planning and is committed to ensuring his clients achieve their lifestyle and financial goals. In his spare time he likes to surf, travel, cook and read.
Clint Beeck
Certified Financial Planner™ BCom, DipFP
Clint specialises in working with busy executives, business owners and entrepreneurs to ensure they make strategic long-term decisions with their family finances. Clint maintains a close working relationship with his clients to deliver effective solutions to complex issues and effectively takes on the role of family CFO. Outside of work, Clint devotes his time to family and sporting pursuits - including golf, tennis and surfing. He is also an Ambassador for Opportunity International, a not-for-profit organisation providing finance to entrepreneurs in third world countries.
Lesley Warren
Certified Financial Planner™ DipFP
Lesley has worked in the financial services industry for more than 25 years, ten of which have been with Plan B. She holds a Diploma of Financial Planning and is a Certified Financial Planner.
Lesley enjoys working with clients, both young and old, to achieve their goals. She likes assisting clients accumulating funds in preparation for retirement, but is particularly experienced in dealing with Centrelink enquiries and strategies for maximising entitlements.
Lesley enjoys the slower tasks in life nowadays – gardening, reading, walking and quilting... although watching the local WAFL and AFL games certainly gets her heart pumping!
Susan Jardine
Certified Financial Planner™ DipFP
Susan joined Plan B in 1997 and has more than 15-years experience in wealth management. Her previous experience includes working in the funds management and insurance industries. Susan has a Diploma of Financial Planning. She believes the highlight of being a Financial Adviser is helping clients gain financial security and seeing them fulfil their lifelong ambitions.
Darren Nash
Certified Financial Planner™ BCom, GradDipFP, FFin, DipBusMgt, ASFA AIF
Darren is an experienced financial adviser and Fellow of the Financial Services Institute of Australasia. With a career in financial services that spans more then 15 years, he is one of the few Financial Advisers in Australia that is an Accredited Investment Fiduciary. Darren joined Plan B in 2001 and now holds the joint position of Financial Adviser and Executive Manager - Practice Optimisation, where he works closely with the advisory and technical teams across the Plan B Group.
Darren holds a Bachelor of Commerce and Graduate Diploma in Financial Planning. In his spare time he enjoys playing tennis, squash and golf as well as spending time with his young family.
Mike Berry
Certified Financial Planner™ BCom, GradDipFP
Mike joined Plan B in 2000, prior to which he held roles within the banking sector. He has a Bachelor of Commerce majoring in Banking and Finance and a Graduate Diploma of Financial Planning. Mike's fulfilment comes from making a positive difference to his clients. He enjoys building long-term relationships with his clients and guiding them from wealth creation through to retirement.
Michael Harwood
Certified Financial Planner™ BCom, MAppFin, AdvDipFS(FP), FFin
Michael specialises in assisting time poor corporate executives to regain control of their complex finances. Michael joined Plan B in 2004 after eight years in the financial services industry. He has a Masters of Applied Finance and Investment and a Bachelor of Commerce. In his spare time, Michael is a second dan black belt and has been a martial arts instructor for five years. He also enjoys playing soccer, home renovations and spending time with his two children.
Norm Jackson
Certified Financial Planner™ DipFP, AIBF (SNR), SIA (AFF)
Norm's extensive career in financial advising spans almost 30-years. Norm is a member of the Financial Planning Association of Australia and has a Diploma in Financial Planning and Certificate in Financial Markets. Through first-hand experience, Norm has learned that solid and flexible personal financial strategies and regular one-on-one meetings enable clients to achieve their long-term goals - regardless of short-term market fluctuations.
Peter Cary
Certified Financial Planner™ MBA, CPA, GradDipBus, DipFP
Peter has more than 30 years experience in financial management including financial planning, audit, finance, treasury and strategic planning. Peter joined Plan B in 2000 and holds memberships at the CPA, Institute of Chartered Secretaries, Institute of Internal Auditors, Corporate Treasurers in Australia and the Financial Planning Association. He has an MBA and Accounting degree and is involved in the Salvation Army.
Michael Moursellas
Certified Financial Planner™ BBus, GradDipFP
Michael joined Plan B in 2003 and is a Certified Financial Planner. He holds a Bachelor of Business (Finance/Economics) and a Graduate Diploma of Financial Planning.
Michael specialises in providing his clients with holistic financial advice that represents their best interests. Michael has a passion for ensuring the best outcome for each of his clients and he values the relationships he builds with them.
When Michael isn't looking after his clients and their financial strategies, he values spending time with his family. His other interests include keeping fit at the gym, running, playing golf and supporting his beloved Carlton Football Club.
Scott Tanner
Certified Financial Planner™ BCom, GradDipFP
Scott joined Plan B in 2001 following two years in the banking industry. He has a Bachelor of Commerce majoring in Economics and Finance and a Graduate Diploma of Financial Planning. Scott believes helping clients identify their financial and lifestyle objectives is a key part of the wealth management process, along with ongoing one-on-one meetings to ensure they remain on track to achieve those goals.
Andrew Gannon
BCom, CPA, DipFS, ASA
Andrew is an Associate Accountant (ASA) and member of CPA Australia. He joined Plan B in 2003 and has a Bachelor of Commerce majoring in Accounting and Financial Planning. Andrew is committed to working closely with clients to develop effective long-term strategies to ensure they achieve their lifestyle objectives. Outside of work, Andrew is involved in charity work for Canteen where he helps coordinate Bandana Day in the city. He also organises fundraising events for the Ovarian Cancer Research Foundation.
Gareth Healy
Certified Financial Planner™ BBus, AdvDipFP
Gareth has a Bachelor of Business and Advanced Diploma in Financial Planning. He joined Plan B in 2004 and has eight-years experience in the financial services industry including funds management. Gareth believes using Plan B's True North modelling helps clients gain a clear understanding of their objectives and projected outcomes - an invaluable tool in helping them stay disciplined.