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Showing 31 - 40 of 53 results for "Clearview Wealth"

ClearView predicts end of independent financial advice

ALEX BURKE  |  WEDNESDAY, 1 APR 2015
... initial advice payment allowance and ongoing commission. In fact, they are both well wide of the mark," said Clearview Wealth managing director Simon Swanson. "Any remuneration design should support quality advice. While it should discourage over-selling ...

ClearView calls for life insurance industry crackdown

ALEX BURKE  |  TUESDAY, 24 FEB 2015
ClearView Wealth Limited has petitioned Life Insurance and Advice Working Group (LIAWG) chairman John Trowbridge to fix numerous conflicts of interest within the industry. The key recommendations in ClearView's statement were indicating that narrow ...

ClearView names CEO and exec team

JAMES FERNYHOUGH  |  MONDAY, 3 NOV 2014
ClearView Wealth Limited has appointed Todd Kardash as chief executive of the combined dealer group, following the merger with Matrix Planning Solutions. Kardash has led both the dealer group and distribution businesses of ClearView since January 2013. ...

Matrix shareholders approve ClearView acquisition

MARK SMITH  |  MONDAY, 13 OCT 2014
ClearView Wealth has received 100% approval from Matrix shareholders for its acquisition of the planning group. All conditions of the offer had been met or waived and the offer closes successfully today. ClearView managing director Simon Swanson said ...

ClearView launches new super product

JAMES FERNYHOUGH  |  THURSDAY, 9 OCT 2014
ClearView Wealth Limited has launched a new super and pension product and introduced a new administration platform. The super and pensions product, WealthFoundations, offers 14 diversified and single sector Investment Portfolio Service (IPS) strategies ...

Profit up and new products for ClearView

MARK SMITH  |  WEDNESDAY, 27 AUG 2014
ClearView Wealth has posted a 23% increase in after tax profit for the full year to 30 June while also announcing it is entering the low cost product market for low account balance investors. Underlying net profit after tax grew from $16 million for ...

ClearView appoints three BDMs

HARRY PAGE  |  THURSDAY, 3 JUL 2014
ClearView Wealth Limited has announced the appointment of three business development managers to its distribution team. Maree Feek has over 14 years' experience in the industry and has been appointed as a BDM for Queensland. She previously held positions ...

ClearView appoints former MLC BDM of the Year

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
ClearView Wealth (ClearView) A has A expanded its financial adviser channel with the appointment a new state manager for NSW and the ACT. Kathryn Williamson has been appointed State Manager - NSW/ACT. Williamson has worked in financial services for ...

ClearView launches online health reward system

LAURA MILLAN  |  FRIDAY, 7 MAR 2014
ClearView Wealth has launched a program that gives discounts on insurance policies to clients who prove that they take care of their health. The ClearView online version of the initiative was launched only a day after a major insurance group announced ...

ClearView reports $9.1 million profit

JAMES FERNYHOUGH  |  WEDNESDAY, 26 FEB 2014
ClearView Wealth Limited has reported net profit after tax (NPAT) of $3.6 million, and underlying NPAT of $9.1 million. The latter figure represents a 7% rise from the same period last year. The financial advice and life insurance provider saw a growth ...