Perth-based financial adviser Plan B Holdings has taken a 33 per cent stake in financial planning dealership My Adviser for $980,000 as part of a full takeover of the Queensland-based company over the next two years.

Perth-based financial adviser Plan B Holdings has taken a 33 per cent stake in financial planning dealership My Adviser for $980,000 as part of a full takeover of the Queensland-based company over the next two years.