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Showing 21 - 30 of 102 results for %22ClearView Financial Advice%22

Wealthwise acquires holistic advice firm

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
... mortgage broking services. Complete FS was founded by Mark Giles in 1987 and was most recently part of ClearView Financial Advice. The business will rebrand to Wealthwise Cockburn Central following the acquisition. This marks Wealthwise's 10th transaction ...

ClearView launches risk product suite

KARREN VERGARA  |  THURSDAY, 23 SEP 2021
After a year in the works, ClearView Wealth unveiled a new suite of life insurance products that come with significant changes to income protection. ClearView ClearChoice aims to address the shortcomings in existing solutions and meet the evolving needs ...

ClearView kicks off strategic review

KANIKA SOOD  |  FRIDAY, 3 SEP 2021
A week after selling its advice unit, ASX-listed ClearView has announced a strategic review of the business supported by its private equity shareholder. ClearView said the review's focus is to maximise shareholder value. It was announced after an evaluation ...

ClearView offloads advice unit

KARREN VERGARA  |  WEDNESDAY, 25 AUG 2021
... $15.2 million to another ASX-listed firm. Centrepoint Alliance will acquire ClearView subsidiaries ClearView Financial Advice (CFA), Matrix Planning Solutions and LaVista Licensee Solutions. The deal will give ClearView a 25% shareholding in Centrepoint. ...

Advice engagement jumps during COVID-19

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
... importance of financial advice and prompted more Australians to engage with their adviser. A study by ASX-listed firm ClearView shows that demand for financial advice is building - despite record numbers of advisers leaving the industry. Some 54% of ...

ClearView appoints head of life strategy

KANIKA SOOD  |  MONDAY, 3 MAY 2021
ClearView Wealth has hired a former Zurich executive as its head of life strategy and transformation in a newly created role. Maria Falas was most recently Zurich Financial Services' head of mental health and wellness. She held the same role at ...

ClearView adds advice growth role

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
ClearView Wealth has appointed a former Australian Unity Financial Advice executive to the newly created role of head of business growth. ClearView has welcomed Tony Mantineo to the role, previously general manager of business growth at Australian Unity ...

The barriers to limited advice: Licensees

ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
... barriers to doing so and the limited advice services the licensee would like to provide in future. ClearView Financial Advice and Matrix Planning Solutions chief executive Allison Dummett has embraced ASIC's consultation paper saying it is "hugely positive" ...

Dealer service provider adds former MLC advice firm

KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
ClearView's LaVista Licensee Solutions is adding a former MLC Financial Planning firm. LaVista will provide licensee services to Sydney-based Investorplan. "I get a lot of confidence knowing that LaVista leverages the back-office resources and infrastructure ...

RC recommendations closer to legislation

KARREN VERGARA  |  FRIDAY, 13 NOV 2020
... telephone call or any form of "real-time interaction in the nature of a discussion or conversation". Case studies such as ClearView from the Royal Commission found that the existing anti-hawking provisions do not effectively protect consumers from harm ...