Plan B Group Holdings Overview

  • Founded
  • 1986

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

  • Investments
  • 3

Plan B Group Holdings General Information


Provider of wealth management and advisory services. The company's wealth management and advisory services include executive advisory services, trustee services, superannuation & insurance, estate planning services and fund management, enabling customers to get quality wealth management services and get better returns.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Capital Markets/Institutions
Other Industries
Other Financial Services
Primary Office
  • PO Box 7008
  • Cloisters Square
  • Perth, Western Australia 6850
  • Australia

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Plan B Group Holdings Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Plan B Group Holdings Executive Team (2)

Name Title Board Seat Contact Info
Bryan Taylor Executive Chairman
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Plan B Group Holdings Investments & Acquisitions (3)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 000 03-Aug-2010 000000000 Consulting Services (B2B) 00000 000
000000 000000 02-Jul-2009 0000000000 000.00 Brokerage 00000 000
Strategic Financial Management 26-Feb-2009 Merger/Acquisition Consulting Services (B2B) 00000 000
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Plan B Group Holdings Subsidiaries (1)

Company Name Industry Location Founded
000000000 00000000 Consulting Services (B2B) Glenferrie, Australia 0000
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