![David C. de Burgh](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
David C.
de Burgh is currently the Chairman at Plan B Trustees Ltd.
He previously worked as an Independent Non-Executive Director at Plan B Group Holdings Ltd.
from 2011 to 2012.
David C. de Burgh active positions
Companies | Position | Start |
---|---|---|
Plan B Trustees Ltd. | Chairman | 27/01/2011 |
Former positions of David C. de Burgh
Companies | Position | End |
---|---|---|
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/Board Member | 09/10/2012 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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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