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Showing 11 - 20 of 102 results for %22ClearView Financial Advice%22

ClearView expands distribution team

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
ClearView Wealth made three new hires and promoted two, to offer further support to financial advisers. Alex Koodrin has joined ClearView from BT Financial Group as its new national technical manager. Previously, he was business manager at Colonial ...

ASIC response to Freedom Insurance saga continues

JAMIE WILLIAMSON  |  WEDNESDAY, 17 AUG 2022
... policies distributed by Freedom were issued by AIA Australia, NobleOak Life, Swiss Re Life and Health Australia and ClearView Life Assurance. ASIC has been working on the Freedom case since, having implemented a ban on 'cold call' telephone sales of ...

Centrepoint says Diverger offer overlooks strategic value

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
... offer reflects its strategic value. In support of this, Centrepoint noted its extensive adviser network, acquisition of ClearView's advice business and growth in a time when other licensees have shrunk. "Industry consolidation is a key theme that Centrepoint ...

Insurers to get new advocacy body

JAMIE WILLIAMSON  |  WEDNESDAY, 22 JUN 2022
... insurance companies that have indicated they will take up membership upon commencement are AIA Australia, Challenger, ClearView, General Reinsurance Life, Hannover Re, Integrity Life, MetLife Australia, MLC Life, Munich Re, NobleOak, Pacific Life Re ...

No more changes to risk commissions: ClearView

JAMIE WILLIAMSON  |  TUESDAY, 7 JUN 2022
... standalone risk advice if there are further changes to life insurance commissions. That's according to a survey conducted by ClearView, which found a further 20% are unsure if they'd continue providing risk advice. As it stands, 94% of advisers accept ...

ClearView consolidates super, pension plans

JAMIE WILLIAMSON  |  FRIDAY, 27 MAY 2022
ClearView undertook an intra-fund transfer last week, closing a more than 30-year-old superannuation and pension offering. The transfer occurred on May 19 and saw all ClearView Superannuation and Roll-Overs and ClearView Pension Plan members transferred ...

Former ClearView executive in new role

CHLOE WALKER  |  WEDNESDAY, 13 APR 2022
... years, much of which was spent with major financial advice businesses. Most recently he was head of business growth at ClearView, and has also worked in business growth for Australia Unity and IOOF. He has also held roles with Millennium3 and Financial ...

ClearView recruits chief claims officer

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
The former chief claims officer at Zurich Financial Services has moved to ClearView Wealth in a newly created role. Joanne Faglioni is ClearView's new chief claims officer, joining this month. Faglioni spent more than two years at Zurich/ANZ, starting ...

ClearView, Manulife to launch retirement products

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
ClearView has entered a strategic partnership with Canadian wealth firm Manulife Investment Management to launch a range of products with an immediate focus on retirement income solutions. The two firms signed a memorandum of understanding to partner ...

Centrepoint partners with Iress

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
... Alliance subsidiaries have adopted Iress' advice fee consent solution. Matrix Planning Solutions and ClearView Financial Advice will be able to capture fee consent for ongoing service fee agreements via Xplan. They join Colonial First State, which ...