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Showing 81 - 90 of 110 results for %22ClearView Wealth%22

Advice M&A activity set to soar in 2015

LAURA MILLAN  |  MONDAY, 9 MAR 2015
... dealer group after acquiring Centric Wealth and Crowe Horwath. IOOF acquired SFG Australia and CUA Financial Planning, Clearview took over Matrix Planning Solutions and Spring Financial bought Pink Diamond Financial Group and Moneytree Partners Group. ...

ClearView surpasses 200 adviser milestone after merger

LAURA MILLAN  |  WEDNESDAY, 25 FEB 2015
ClearView reported having 216 financial advisers under its license, following the merger with Matrix Planning Solutions in October. ClearView's net profit after tax was $9.9 million for the six months to December 2014, which represents a 9% growth from ...

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 ...

Matrix merger to place ClearView among top 10 licensees

LAURA MILLAN  |  MONDAY, 1 SEP 2014
ClearView's bid to acquire all of the shares in Matrix's financial planning business would place the combined group among Australia's ten largest advice groups by number of advisers. ClearView and Matrix entered into a merger implementation deed last ...

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 ...