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Showing 11 - 16 of 16 results for "ClearView Financial Advice"

Improved distribution strengthens ClearView result

DARREN SNYDER  |  FRIDAY, 25 AUG 2017
... division saw an underlying NPAT of $2.2 million, up 47%. Advisers across Matrix Planning Solutions and ClearView Financial Advice increased to 243. The group's funds under management and advice totaled $8.9 billion and premiums under advice reached $236 ...

Pressure on advice practices means time for rethink: ClearView

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... helping advisers adapt their advice models and lay a solid foundation for ongoing growth and success," ClearView Financial Advice and Matrix chief executive Todd Kardash said. One such way is through resources like the 'The answer is strategic advice' ...

Super funds extend support to local communities

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
... having previously worked for 12 years as a client services officer and authorised representative for Clearview Financial Advice. Energy Super chief executives Robyn Petrou said the appointment would allow the fund to better service and advise clients ...

ASIC accepts ClearView adviser EU

ALEX BURKE  |  WEDNESDAY, 20 JAN 2016
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" ...

Matrix shareholders approve ClearView acquisition

MARK SMITH  |  MONDAY, 13 OCT 2014
... create increased shareholder value in the long term. "The merger of such a quality dealer group with ClearView Financial Advice Pty Ltd will be instrumental in achieving our goal of building a major financial advice and financial services business that ...

ClearView appoints heads of direct and advice

LAURA MILLAN  |  TUESDAY, 5 MAR 2013
... ClearView managing director Simon Swanson said. The company has also appointed Mike Pope as head of ClearView Financial Advice in order to ensure support for employed, franchised and aligned advisers. Pope has over 20 years experience in the industry ...
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