Profil
Craig Anthony Lubich is the founder of Precedent Financial Services Ltd.
(founded in 1991) and Plan B Wealth Management Ltd.
(founded in 1986).
At Plan B Wealth Management Ltd., he held the title of Chief Executive Officer from 1986 to 2015.
Mr. Lubich's former jobs include Executive Director at Plan B Group Holdings Ltd.
(from 2009 to 2011) and Director at Edupov Pty Ltd.
(from 2008 to 2010).
Anciens postes connus de Craig Anthony Lubich
| Sociétés | Poste | Fin |
|---|---|---|
Plan B Wealth Management Ltd.
 Plan B Wealth Management Ltd. Investment ManagersFinance Plan B Wealth Management Ltd. (Plan B Wealth) is an investment advisory firm headquartered in Perth, Australia. The firm was founded in 1986 and is a subsidiary of Insignia Financial Ltd. (ASX: IFL). Plan B Wealth provides investment solutions for various investors. | Directeur Général | 31/01/2015 |
Plan B Group Holdings Ltd.
 Plan B Group Holdings Ltd. Investment ManagersFinance Plan B Group Holdings Ltd. is an integrated wealth management company, which provides portfolio administration and investment management services. Its primary clients include high net worth individuals and families, trustees and companies - with core wealth that needs to be managed. The company operates through the following segments: Group Advisory Services Australia and New Zealand. The Group Advisory Services Australia segment provides integrated wealth management services, including financial planning advice, portfolio monitoring services, wealth protection, and estate planning and debt broking to company clients delivered both through its salaried advisor force and through its controlled dealer networks in Australia. The New Zealand segment provides wealth management services in New Zealand undertaken by salaried advisors and through PFS Affinity partners. Its origins back to 1986 with the creation of financial advisory business by Bryan Richard Strangman Taylor and Craig Anthony Lubich. Plan B Group Holdings was founded on April 17, 2007 and is headquartered in Perth, Australia. | Directeur/Membre du Conseil | 09/10/2012 |
| Edupov Pty Ltd. | Directeur/Membre du Conseil | 01/01/2010 |
| Precedent Financial Services Ltd. | Fondateur | 28/03/2007 |
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Plan B Group Holdings Ltd.
Plan B Group Holdings Ltd. Investment ManagersFinance Plan B Group Holdings Ltd. is an integrated wealth management company, which provides portfolio administration and investment management services. Its primary clients include high net worth individuals and families, trustees and companies - with core wealth that needs to be managed. The company operates through the following segments: Group Advisory Services Australia and New Zealand. The Group Advisory Services Australia segment provides integrated wealth management services, including financial planning advice, portfolio monitoring services, wealth protection, and estate planning and debt broking to company clients delivered both through its salaried advisor force and through its controlled dealer networks in Australia. The New Zealand segment provides wealth management services in New Zealand undertaken by salaried advisors and through PFS Affinity partners. Its origins back to 1986 with the creation of financial advisory business by Bryan Richard Strangman Taylor and Craig Anthony Lubich. Plan B Group Holdings was founded on April 17, 2007 and is headquartered in Perth, Australia. | Finance |
| Precedent Financial Services Ltd. | |
| Edupov Pty Ltd. | |
Plan B Wealth Management Ltd.
Plan B Wealth Management Ltd. Investment ManagersFinance Plan B Wealth Management Ltd. (Plan B Wealth) is an investment advisory firm headquartered in Perth, Australia. The firm was founded in 1986 and is a subsidiary of Insignia Financial Ltd. (ASX: IFL). Plan B Wealth provides investment solutions for various investors. | Finance |
