Search Results | Showing 71 - 80 of 102 results for %22ClearView Financial Advice%22 |
| | | ClearView has reported a surge in earnings during its transition from the "build phase to growth phase". The wealth management firm delivered a 33% increase in underlying net profit - up to $27.2 million - and 35% rise in total operating earnings, achieving ... |
| | | | ... setting up new licences to "do a desk audit of six pieces of advice they've given in the last year." Another panelist and ClearView managing director Simon Swanson agreed with Helmich, saying, "Cut-price licensees can't be allowed by ASIC. They need ... |
| | | | 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 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 ... |
| | | | ClearView has announced its 2016 interim results, which show funds under advice have risen 9% to $8.1 billion. Operating net profit after tax for ClearView's advice business was down 63% on 1H15, which ClearView attributed to a "reallocation of part ... |
| | | | ASIC has accepted an enforceable undertaking from a ClearView Financial Advice representative. Jason Churchill traded as Churchill Consulting Services. ASIC found that he made recommendations to clients without considering their "relevant personal circumstances" ... |
| | | | ... Insurance (along with TAL), OnePath for Trauma Insurance (also with TAL), Macquarie for Income Protection (with TAL again), ClearView for TPD Insurance (with Zurich) and OnePath for Packaged Life Insurance (also with Zurich). The ratings are based on ... |
| | | | ClearView has boosted its net profit after tax to $20.5 million in FY2015, up 4% on the previous year. This growth was primarily driven by the company's life insurance division, which boosted net profit by 41% to $15.3 million, thanks to a 26% in new ... |
| | | | ... executive Brad Fox has said that more work needs to be done to strengthen the "details" of the framework. This reflects ClearView managing director Simon Swanson's comments to Financial Standard following the framework's release, when he said: "Directionally ... |
| | | | ... approached seven insurers with the product design so far, all of which (except two) are at various stages of implementation. ClearView managing director Simon Swanson was also pleased that the new industry reform package wasn't so heavily driven towards ... |
|
