Plan B invests in HNW client growth
Perth-based dealer group Plan B has appointed a new business development manager (BDM) as part of the company's strategy to grow its high net worth (HNW) client base.
Plan B's Executive Advisory Service provides strategic financial advice to company executives and senior management staff across Western Australia - a division now supported by new BDM Kieren James.
James made a move from Shadforth Financial Group, where he specialised in providing financial advice to HNW clients.
He will now be tasked with building on Plan B's existing partnerships and expanding the group's executive client base.
"Kieren's expertise in financial planning and his commitment to achieving real outcomes is essential to his new role as BDM and we welcome him to the Plan B Executive Advisory Services team," said Plan B's group executive of product and distribution Paul Cramer.
Before joining Shadforth and Outlook Financial Solutions, James worked as a technical adviser for Plan B Financial Services over a decade ago.
Recommended for you
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA.
