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Search ResultsShowing 1 - 10 of 10 results for "Allison Dummett"
The barriers to limited advice: Licensees
ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
... licensee would like to provide in future. ClearView Financial Advice and Matrix Planning Solutions chief executive Allison Dummett has embraced ASIC's consultation paper saying it is "hugely positive" that the regulator is asking for feedback, not only ...
Wealth manager appoints new head of advice
HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
... practices and quality financial advice," ClearView Financial Advice and Matrix Planning Solutions chief executive Allison Dummett told Financial Standard . "Professional compliance and advice support is more important than ever and, as a licensee that ...
ClearView launches new business, reshuffles executive team
KARREN VERGARA  |  MONDAY, 19 NOV 2018
... of ClearView's dealer groups, Matrix Planning Solutions and ClearView Financial Advice. ClearView also promoted Allison Dummett to chief executive of Matrix Planning Solutions and ClearView Financial Advice. She has held the role of head of strategic ...
Pressure on advice practices means time for rethink: ClearView
JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... pricing and potential opportunities across key client segments. Matrix and ClearView head of strategic advice Allison Dummett said licensees often direct advisers away from advising on certain areas, such as property investing or aged care, but the demand ...
Matrix celebrates 10 years
COMPANY RELEASE  |  TUESDAY, 30 JUN 2009
... was to launch a quality dealer group made up of selected advisers who were also the company shareholders," says Allison Dummett, founding managing director and now director, adviser services and development. Matrix has positioned itself as a dealer group ...
Matrix Planning Solutions restructures
RUTH LIEW  |  WEDNESDAY, 15 OCT 2008
... and a half years. MPS is also fine-tuning the way it delivers services to advisers. Founding managing director Allison Dummett has returned from spending 12 months working on the Prospera strategic modelling software to take on the newly created role ...
Matrix selects DMS
MICHAEL HOBBS  |  THURSDAY, 6 DEC 2007
... system, management reporting and analysis and an information database of fund managers and investment products. Allison Dummett, managing director at Matrix Planning Solutions, said the company implemented DMS software as part of its strategy to expand ...
Matrix re-signs Oasis
MICHAEL HOBBS  |  FRIDAY, 24 AUG 2007
... strategic partnership between Oasis and Matrix over the past six years," said Wayne Lowe, Oasis managing director. Allison Dummett, managing director of Matrix Planning Solutions, said, "Oasis has many synergies with our business and the decision to ...
Matrix finds its $1b Oasis
... pleased to have reached this milestone through our strategic partnership with Oasis," said Matrix managing director, Allison Dummett. "Oasis have backed their early promises of service and technology and we are pleased to have helped them become an established ...
Matrix recommits to Oasis platform
... for another three years after first signing with the latter in 2001. Matrix Planning Solutions managing director Allison Dummett says the deal was made after reviewing the service supplied in the past as well as a number of new features to be added into ...
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