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Showing 51 - 60 of 102 results for %22ClearView Financial Advice%22

Infrastructure manager grows local team

KANIKA SOOD  |  MONDAY, 22 OCT 2018
A global infrastructure manager has hired from Clearview and Powerwrap as it expands its Australian team. RARE infrastructure has hired Hamish Bell to support its distribution team with investment and technical sales expertise. In his most recent role ...

ClearView results up despite adviser earnings drop

HARRISON WORLEY  |  FRIDAY, 24 AUG 2018
... focused on high quality independent financial advisers. Ten advisers left Matrix Planning Solutions and ClearView Financial Advice, dropping the overall adviser total to 233. ClearView said investment in its wealth management arm is starting to bear ...

Advisers divided over health programs

KARREN VERGARA  |  THURSDAY, 23 AUG 2018
... level. About half (48%) of the planners surveyed rated their main life insurer as 'very good' compared with 47% in 2017. ClearView took out top spot in overall satisfaction rankings for the second year in a row, while also leading the field in another ...

ClearView terminates agreement after takeover bid expires

ALEX BURKE  |  THURSDAY, 26 APR 2018
After the 18-month window for a Japanese life insurer's takeover bid expired, ClearView terminated the co-operation agreement between the two parties. In October 2016, Sony Life agreed with Crescent Capital Partners to acquire a 14.9% stake in Clearview ...

Former Suncorp adviser banned

HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
... an authorised representative at Matrix Planning Solutions during 2016 and 2017, eventually moving to ClearView Financial Advice in September 2017 until early this year. The banning of Grubwinkler is the latest in a series of bans applied by the regulator ...

PJC doubts life insurance industry can self-regulate

KARREN VERGARA  |  WEDNESDAY, 28 MAR 2018
... products. Beyond this, the committee further recommends that the industry transition to open APLs," the report said. ClearView managing director Simon Swanson said: "It's clear that there's strong widespread support for unrestricted APLs that give financial ...

ClearView appoints head of distribution strategy

ALEX BURKE  |  WEDNESDAY, 28 FEB 2018
Diversified wealth firm ClearView has promoted internally to appoint a new head of distribution strategy. Kathryn Williamson was previously ClearView's state manager for New South Wales and the Australian Capital Territory. ClearView said it is now ...

ClearView issues refunds over life sales misconduct

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
ClearView has stopped selling life insurance direct to consumers and will refund $1.5 million to thousands of customers as a result of poor sales practices. An ASIC review found ClearView staff used unfair and high pressure sales tactics when selling ...

ClearView revamps life insurance platform

ALEX BURKE  |  TUESDAY, 16 JAN 2018
ClearView is rolling out a series of enhancements to its life insurance platform with the aim of increasing efficiencies in advice practices. The company's Adviser Quote Underwritinmg and Apply (AQUA) platform now includes integrated electronic quote ...

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
... industry-wide rating their primary life insurer as 'good' or 'very good', however this is down from 94% year-on-year. ClearView received the award for overall satisfaction for the first time in the report's nine-year history, with BT Life and AIA Australia ...