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Showing 41 - 50 of 69 results for "Simon Swanson"

ClearView launches new super product

JAMES FERNYHOUGH  |  THURSDAY, 9 OCT 2014
... efficiencies with active management, regular rebalancing and ongoing monitoring built in." ClearView managing director Simon Swanson said: "WealthFoundations is targeted at clients with less sophisticated needs. It complements ClearView's full service ...

Matrix merger to place ClearView among top 10 licensees

LAURA MILLAN  |  MONDAY, 1 SEP 2014
... combined group will have FUMA of $6.9 billion and $148 million of premiums under advice. ClearView managing director Simon Swanson said: "It is ClearView's intention to maintain the Matrix brand and key people so as to continue to grow the combined ClearView ...

ClearView appoints three BDMs

HARRY PAGE  |  THURSDAY, 3 JUL 2014
... industry for the past 10 years and has been appointed as a BDM for New South Wales. ClearView managing director Simon Swanson said the three new appointments will focus on promoting its LifeSolutions and WealthSolutions product suites. "The appointment ...

ClearView appoints former MLC BDM of the Year

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
... distribution with CommInsure and more recently with MLC. Whilst at MLC she was awarded BDM of the Year in 2013. Simon Swanson, managing director at ClearView, said: "I am delighted Kathryn has joined ClearView. She brings a wealth of experience in financial ...

ClearView launches online health reward system

LAURA MILLAN  |  FRIDAY, 7 MAR 2014
... initiatives that enable us to reward clients who pro-actively manage their health," ClearView managing director Simon Swanson said. He added that ClearView will not apply a medical premium loading even if the answers reveal that a client's health has ...

ClearView reports $9.1 million profit

JAMES FERNYHOUGH  |  WEDNESDAY, 26 FEB 2014
... billion. It also saw the number of advisers increase from 94 this time last year to 109. ClearView managing director Simon Swanson said: "It is both exciting and encouraging to be involved with ClearView at such a critical juncture, as reflected by the ...

ClearView reports 92% drop in profits

JAMES FERNYHOUGH  |  TUESDAY, 27 AUG 2013
... earnings due to a lower cash rate, dividend pay outs, and a higher effective tax rate. However, managing director Simon Swanson said that underlying NPAT was the most important figure, and that overall the company was happy with the result. ClearView ...

ClearView advisers up by 45%

LAURA MILLAN  |  WEDNESDAY, 19 JUN 2013
... the continuing effect of changing discount rates on the insurance policy liabilities," ClearView managing director Simon Swanson said in his letter to the ASX. "ClearView is currently in an investment period that expects to create material shareholder ...

ClearView appoints heads of direct and advice

LAURA MILLAN  |  TUESDAY, 5 MAR 2013
... team work and leadership capability to make ClearView's Direct business a success," 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 ...

Clive Levinthal moves from Clearview to Experien

MARK SMITH  |  WEDNESDAY, 20 FEB 2013
... medical, dental and accountancy professions. It is part of the Clearview dealer group. Clearview managing director Simon Swanson said he wished Levinthal well in his new role. "Clive is already a shareholder of Experien and he thought it was time for ...