Personal Solutions
Meet Our Advisers
Personal. Dedicated. Experienced. Our qualified Financial Advisers provide strategic financial advice tailored to your individual situation. To find out more, simply call (08) 324 6000 or email planb@planbonline.com.
Craig Lubich
Certified Financial Planner™ BEd(PhysEd), DipFP
Craig is the Chief Executive Officer and co-founder of Plan B Wealth Management. Craig has more than 20 years experience in the financial services industry and is responsible for the development of our Client Advisory Services. He has a high level of expertise in investments, financial strategy analysis and portfolio implementation and remains driven by the same principles he based the company on - helping others achieve their goals with more certainty, less risk and greater control.
Robin Walford
Certified Financial Planner™ DipFP
Robin brings extensive knowledge and experience to Plan B with a career in the financial services industry spanning more than 20 years. Since joining the company in 1993, Robin has assisted numerous clients and their families to accumulate and preserve their wealth. Robin has a Diploma of Financial Planning.
Terry Dillon
Certified Financial Planner™ DipFP
Terry is one of Plan B's longest serving Advisers and brings more than 20 years of experience in financial services. He specialises in working with senior executives and professional clients to ensure they remain financially organised and on track to achieve their personal goals. Terry is an avid cyclist and is heavily involved in junior cricket as a coach and coordinator.
Keith Barridge
Certified Financial Planner™ DipFP
Keith started his career in the financial services industry in 1988, initially specialising in superannuation and remuneration for companies and their executives, and later expanding into providing financial planning services to executives. He joined Plan B in 1993 after determining a mutual commitment to working for and being paid directly by his clients. His main drive is to help clients realise their goals through financial coaching and see them grow personally and professionally through the process. Keith is also a strong advocate of the importance of estate planning as part of a comprehensive financial plan.
Outside of Plan B, Keith has been a member of Rotary for more than 20 years and is the father of three sons and grandfather of eight. Along with enjoying wining and dining with family and friends and being a keen golfer (16 handicap), he is also a sports fan - having surfed, sailed and played squash, soccer and touch footy.
Mike Dowling
Certified Financial Planner™ DipFP
Mike holds a Diploma of Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ .
Mike has provided personalised strategic financial advice and guidance to private clients for 16 years , the last 13 of which have been as an Authorised Licensee’s Representative of Plan B Wealth Management Limited.
Mike is passionate about assisting his clients to achieve their goals with more certainty, less risk and greater control and is proud to bring to bear a high level of expertise in investments, financial strategy analysis and portfolio implementation to the carriage of this privileged task.
Mike is a devoted husband, a patient father of four and a dedicated Waterman.
Clint Beeck
Certified Financial Planner™ BCom, DipFP
Clint specialises in working with busy executives, business owners and entrepreneurs to ensure they make strategic long-term decisions with their family finances. Clint maintains a close working relationship with his clients to deliver effective solutions to complex issues and effectively takes on the role of family CFO. Outside of work, Clint devotes his time to family and sporting pursuits - including golf, tennis and surfing. He is also an Ambassador for Opportunity International, a not-for-profit organisation providing finance to entrepreneurs in third world countries.
Lesley Warren
Certified Financial Planner™ DipFP
Lesley has worked in the financial services industry for just under thirty years – almost half of which has been with Plan B. She holds a Diploma of Financial Planning and is a Certified Financial Planner.
Lesley enjoys working with clients, both young and old, to achieve their goals. She likes assisting clients accumulating funds in preparation for retirement, but is particularly experienced in dealing with Centrelink enquiries and strategies for maximising entitlements.
Lesley enjoys the slower tasks in life nowadays – gardening, reading, walking and quilting... although watching the local WAFL and AFL games certainly gets her heart pumping!
Gareth Healy
Certified Financial Planner™ BBus, AdvDipFP
Gareth has a Bachelor of Business and Advanced Diploma in Financial Planning. He joined Plan B in 2004 and has eight-years experience in the financial services industry including funds management. Gareth believes using Plan B's True North modelling helps clients gain a clear understanding of their objectives and projected outcomes - an invaluable tool in helping them stay disciplined.
Craig Butler
BBus AdvDipFS(FP) AFP
Craig moved to Australia from the United States in 2007 and joined Plan B in 2008. He has a Bachelor of Business, an Advanced Diploma in Financial Planning and is currently completing the final unit of the Certified Financial Planner™ practitioner program, which is the highest qualification within the financial planning industry.
Craig specialises in working with senior executives and professional clients to ensure they remain financially organised and on track to achieve their personal goals. He believes in a commitment to personal service and building long-term relationships through best advice principals.
Outside of work, Craig devotes his time to his young family as well as sporting pursuits including soccer, basketball and golf.
Nera Jareb
Certified Financial Planner™ BBus AdvDipFS(FP)
Nera joined Plan B in 2006 and has eight years of experience in the Financial Services industry. She is a Certified Financial Planner and holds a Bachelor of Business (Accounting and Finance) and an Advanced Diploma in Financial Planning.
Nera focuses on helping individuals develop financial strategies so that they can achieve their long-term goals and objectives.
Outside of work Nera is a triathlete and runner. She spends her time training for Ironman distance triathlons and marathons. She competed in the Ironman World Championships in Hawaii in 2010 and has been the female state marathon champion over the past three years.
Andy McKay
BCom (FP)
Andy has a Bachelor of Commerce (Financial Planning) and is currently completing the final unit of the Certified Financial Planner™ practitioner program, the highest industry qualification. He joined Plan B in 2006 and has been involved in the financial planning industry since 2005.
Andy believes in establishing long-term relationships that focus on ensuring clients achieve their desired lifestyle objectives with the greatest certainty.
Andy is a keen cricketer and enjoys staying active by playing squash, touch rugby, soccer and running.
Ashley Baum
Certified Financial Planner™ BCom (EC/FP)
Ashley joined Plan B in 2006 and has a Bachelor of Commerce majoring in Economics and Financial Planning. He is also a Certified Financial Planner, giving him the highest level of certification a financial planner can achieve.
Ashley enjoys listening to peoples plans for the future and helps them to confront and define their financial and lifestyle objectives. Ashley then uses expert strategic advice to map out a personalised plan with a clear pathway to achieving those goals with the greatest amount of certainty.
David White
David White (DipFP)
David has worked in financial services since 1998. His previous experience includes working in insurance, financial planning and wealth management. David has a Diploma in financial services as well as a number of international financial services qualifications.
In his role as Plan B financial adviser, David enjoys getting to know people and building long term relationships. He enjoys helping clients and their families develop long term strategies, to grow and protect their wealth, in order to meet their lifetime goals.
Outside Plan B David enjoys travel and has gained great satisfaction from volunteering with a number of international children’s charities.