Search ResultsShowing 1 - 10 of 10 results for "ClearView Financial Advice"
Licensee faces hefty remediation bill
ELIZABETH MCARTHUR  |  WEDNESDAY, 18 SEP 2019
Australian financial services license holder ClearView Financial Advice has been hit with a remediation bill for $730,000. ClearView's review and remediation program for over 200 clients who received poor life insurance advice resulted in the figure. ...
ClearView launches new business, reshuffles executive team
KARREN VERGARA  |  MONDAY, 19 NOV 2018
... LaVista's infrastructure is built on the back 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. ...
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 ...
Former Suncorp adviser banned
HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
... 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 ...
Improved distribution strengthens ClearView result
DARREN SNYDER  |  FRIDAY, 25 AUG 2017
... division saw an underlying NPAT of $2.2 million, up 47%. Advisers across Matrix Planning Solutions and ClearView Financial Advice increased to 243. The group's funds under management and advice totaled $8.9 billion and premiums under advice reached $236 ...
Pressure on advice practices means time for rethink: ClearView
JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... helping advisers adapt their advice models and lay a solid foundation for ongoing growth and success," ClearView Financial Advice and Matrix chief executive Todd Kardash said. One such way is through resources like the 'The answer is strategic advice' ...
Super funds extend support to local communities
KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
... having previously worked for 12 years as a client services officer and authorised representative for Clearview Financial Advice. Energy Super chief executives Robyn Petrou said the appointment would allow the fund to better service and advise clients ...
ASIC accepts ClearView adviser EU
ALEX BURKE  |  WEDNESDAY, 20 JAN 2016
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" ...
Matrix shareholders approve ClearView acquisition
MARK SMITH  |  MONDAY, 13 OCT 2014
... create increased shareholder value in the long term. "The merger of such a quality dealer group with ClearView Financial Advice Pty Ltd will be instrumental in achieving our goal of building a major financial advice and financial services business that ...
ClearView appoints heads of direct and advice
LAURA MILLAN  |  TUESDAY, 5 MAR 2013
... 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, franchised and aligned advisers. Pope has over 20 years experience in the industry ...
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