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Showing 131 - 140 of 220 results for "ClearView"

Former Suncorp adviser banned

HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
... Grubwinkler was also an authorised representative at Matrix Planning Solutions during 2016 and 2017, eventually moving to ClearView Financial Advice in September 2017 until early this year. The banning of Grubwinkler is the latest in a series of bans ...

ClearView names new tech GM

HARRISON WORLEY  |  THURSDAY, 5 APR 2018
ClearView has appointed a new technology general manager. Louise Hulley was previously ClearView's head of development delivery. Before that, she was head of financial management and operations and head of finance operations. Prior to ClearView, she ...

Less than half of all super funds are gaining new members

ALEX DUNNIN  |  THURSDAY, 29 MAR 2018
... Superannuation Fund, CBA Essential Super, HUB24 Super Fund, ISARF Superannuation Fund, Netwealth Superannuation Master Fund and ClearView Retirement Plan. Five of these funds operate under the Diversa Trustees RSE with two of these being run by managed ...

PJC doubts life insurance industry can self-regulate

KARREN VERGARA  |  WEDNESDAY, 28 MAR 2018
... products. Beyond this, the committee further recommends that the industry transition to open APLs," the report said. ClearView managing director Simon Swanson said: "It's clear that there's strong widespread support for unrestricted APLs that give financial ...

TAL named top life insurer for 2017

DARREN SNYDER  |  FRIDAY, 16 MAR 2018
... Team of the Year - OnePath AFA/Beddoes Institute Business Support Services and Business Development Team of the Year - ClearView

Listed wealth group appoints state manager

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
... services firm is welcoming a new state manager for NSW/ACT to grow its share of the independent financial adviser market. ClearView has promoted business development manager Michael Fox to the role, charged with building support in the states for the ...

Advisers reckoning with direct risk sales growth: Research

KARREN VERGARA  |  WEDNESDAY, 7 MAR 2018
... 4.6% to 10.9% over the decade. Of the providers, Strategic Insight noted smaller companies such as Allianz (36.8%) and ClearView (19.2%) grew significantly over the decade. Among the larger players, AIA (19.2%), BT/Westpac (13.8%), TAL (10.8%) and OnePath ...

ClearView appoints head of distribution strategy

ALEX BURKE  |  WEDNESDAY, 28 FEB 2018
Diversified wealth firm ClearView has promoted internally to appoint a new head of distribution strategy. Kathryn Williamson was previously ClearView's state manager for New South Wales and the Australian Capital Territory. ClearView said it is now ...

ClearView issues refunds over life sales misconduct

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
ClearView has stopped selling life insurance direct to consumers and will refund $1.5 million to thousands of customers as a result of poor sales practices. An ASIC review found ClearView staff used unfair and high pressure sales tactics when selling ...

ClearView revamps life insurance platform

ALEX BURKE  |  TUESDAY, 16 JAN 2018
ClearView is rolling out a series of enhancements to its life insurance platform with the aim of increasing efficiencies in advice practices. The company's Adviser Quote Underwritinmg and Apply (AQUA) platform now includes integrated electronic quote ...