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Showing 21 - 30 of 53 results for "Clearview Wealth"

Integrity Life expands senior team

KARREN VERGARA  |  TUESDAY, 4 SEP 2018
... Mark McCrea is the new operations manager and Jacqueline Little takes on the head of product role. Joining from ClearView Wealth as head of operations, McCrea brings 25 years' of experience in financial services - predominantly in life insurance. McCrea ...

Improved distribution strengthens ClearView result

DARREN SNYDER  |  FRIDAY, 25 AUG 2017
... underlying net profit after tax of $3.9 million, up 44%. Thirty financial advice dealer groups now recommend ClearView wealth products, up from nine in FY16. The ASX-listed group said there is emerging support for products outside the aligned dealer ...

ClearView hire aligns growth plan

EMMA RAPAPORT  |  WEDNESDAY, 18 JAN 2017
ClearView Wealth is positioning itself for continued growth in 2017 with the appointment of former BT Financial Group senior manager Jeffery Scott as head of product. Scott will drive the development of life insurance and wealth management solutions ...

Former ClearView chair joins CountPlus

ALEX BURKE  |  TUESDAY, 17 JAN 2017
... boards of Goodman Funds Management, Foundation Life and Ryder Capital. He is the former independent chair of ClearView Wealth and Credit Suisse Asset Management. After working at a corporate advisory firm specialising in equity and debt funding, Kellerman ...

ClearView welcomes new strategic shareholder

KERRIE SYDEE  |  WEDNESDAY, 26 OCT 2016
A Japanese life insurance company has acquired a strategic stake in ClearView Wealth and has announced a collaboration partnership between the two companies. Sony Life Insurance (Sony Life) has agreed with Crescent Capital Partners to acquire a 14.9% ...

ClearView adds annuities to wrap

MARK SMITH  |  MONDAY, 11 JUL 2016
Challenger and CommInsure annuities have been added to ClearView Wealth's wrap platform. Selected annuities from both providers have been available to advisers using the platfom from 1 July. Changes driven by feedback from advisers have also been made ...

ClearView appoints three new BDMs

KERRIE SYDEE  |  FRIDAY, 8 JUL 2016
ClearView Wealth has appointed three new business development managers (BDMs), as the group positions itself for further growth. James Blanton has been appointed BDM NSW/ACT, Nick Dowling BDM VIC/TAS and Richard Monroe BDM QLD. Blanton joins ClearView ...

Government releases final risk reforms package

ALEX BURKE  |  MONDAY, 9 NOV 2015
... 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 for the ...

ClearView launches first SMA service

LAURA MILLAN  |  THURSDAY, 5 NOV 2015
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 ...

BetaShares appoints CIO

ALEX BURKE  |  THURSDAY, 30 JUL 2015
... 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 manager. ...