Search Results | Showing 191 - 200 of 243 results for "ClearView" |
| | | ASIC has accepted an enforceable undertaking from a ClearView Financial Advice representative. Jason Churchill traded as Churchill Consulting Services. ASIC found that he made recommendations to clients without considering their "relevant personal circumstances" ... |
| | | | ... data. I will shortly write to ASIC requesting that they undertake this review." In his response to the announcement, ClearView Wealth managing director Simon Swanson described his company as "broadly supportive" of the reforms, but reiterated the need ... |
| | | | ClearView Wealth has upgraded its full service wrap WealthSolutions and introduced a separately managed account (SMA) feature. The changes have been made across WealthSolutions superannuation, retirement income and investments. Advisers, non-superannuation ... |
| | | | ... substantial profits. Lifeinsurancedirect.com.au chief executive Russell Cain said top life insurers such as AMP, TAL, ClearView and ANZ all posted strong profits during reporting season and have little reason to be crying poor about business being unsustainable. ... |
| | | | ... Insurance (along with TAL), OnePath for Trauma Insurance (also with TAL), Macquarie for Income Protection (with TAL again), ClearView for TPD Insurance (with Zurich) and OnePath for Packaged Life Insurance (also with Zurich). The ratings are based on ... |
| | | | ClearView has boosted its net profit after tax to $20.5 million in FY2015, up 4% on the previous year. This growth was primarily driven by the company's life insurance division, which boosted net profit by 41% to $15.3 million, thanks to a 26% in new ... |
| | | | ... Advisers. Furthermore, Matthew Reeves has joined BetaShares as compliance manager - he previously held the same role at ClearView Wealth - and Sarah Hare has been appointed marketing manager. Hare joins BetaShares from Macquarie, where she was a content ... |
| | | | ... executive Brad Fox has said that more work needs to be done to strengthen the "details" of the framework. This reflects ClearView managing director Simon Swanson's comments to Financial Standard following the framework's release, when he said: "Directionally ... |
| | | | ... approached seven insurers with the product design so far, all of which (except two) are at various stages of implementation. ClearView managing director Simon Swanson was also pleased that the new industry reform package wasn't so heavily driven towards ... |
| | | | ... payments in the FSI and Trowbridge reports could drive independent advisers completely out of business, according to ClearView's FSI submission. The submission suggested that mandating level commission payments and capping initial advice payments would ... |
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