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Plan B Group Holdings Limited
Level 28 Central Park
152 - 158 St Georges Tce
Phone: 61 8 9324 6000p:61 8 9324 6000 WAS  6000  Australia Fax: 61 8 9481 6148f:61 8 9481 6148
This company was Merged or Acquired on 9/27/2012.
This company is no longer actively traded on any major stock exchange.
This is a Subsidiary, click here for the Parent Company
Business Summary
Plan B Group Holdings Limited is an Australia-based company engaged in wealth management with operations in Australia and New Zealand. The Company offers strategic wealth management services to its clients, including strategic advice, portfolio administration, investment management, estate planning, debt financing and insurance. It operates through three segments. The Group Advisory Services Australia (GAS) segment includes the provision of integrated wealth management services, which comprise financial planning advice, portfolio monitoring services, wealth protection, estate planning and debt broking. The New Zealand (NZ) segment includes the provision of wealth management services in New Zealand. The Trustee Services and Administration (TSA) segment relates to trustee activities, including estate and native title administration services, as well as the administration of the Company's managed investment schemes and superannuation funds.
(Source: ARS)

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
-Yes-----

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
6/30/20126/30/2012Yes----

Industries
SIC Code Description
6282 Investment advice
6531 Real estate agents and managers
6022 State commercial banks
6411 Insurance agents, brokers, and service
6719 Offices of holding companies, not elsewhere classified

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Group Chief Executive Officer AndrewBlack 9/19/2011 9/19/2011
Group Chief Financial Officer GregHaskis 8/10/2010 7/1/2006
Group Executive - Human Resources J.O'Halloran
5 additional Officers and Directors records available in full report.

Business Names
Business Name
Plan B Wealth Management Ltd.
PLB

General Information
Number of Employees: 201 (As of 6/30/2007)
Outstanding Shares: 81,771,000 (As of 6/30/2012)
Shareholders: 721
Stock Exchange: ASX
Fax Number: 61 8 9481 6148
Email Address: planb@planbonline.com


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Friday, July 21, 2023