Cargos activos de David C. de Burgh
Empresas | Cargo | Inicio | Fin |
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Plan B Trustees Ltd. | Presidente | 27/01/2011 | - |
Historial de carrera de David C. de Burgh
Antiguos cargos conocidos de David C. de Burgh.
Empresas | Cargo | Inicio | Fin |
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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. | Director/Miembro de la Junta | 23/10/2009 | 09/10/2012 |
Independent Dir/Board Member | 20/04/2007 | 09/10/2012 |
Estadísticas
Internacional
Australia | 3 |
Operativa
Director/Board Member | 1 |
Independent Dir/Board Member | 1 |
Chairman | 1 |
Sectorial
Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 2 |
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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 |
Plan B Trustees Ltd. |
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