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Showing 1 - 10 of 65 results for "ClearView Wealth"

Crescent Capital sells down ClearView stake

ELIZA BAVIN  |  FRIDAY, 17 MAY 2024
ClearView Wealth has alerted investors that private equity investor Crescent Capital Partners intends to sell millions of shares in the company. Crescent said it would sell in aggregate more than 73 million fully paid ordinary shares to a range of sophisticated ...

Brighter Super adds head of product

ELIZABETH FRY  |  FRIDAY, 9 FEB 2024
... premium client and adviser servicing model. Other previous positions include head of wealth management products at ClearView Wealth and an operations manager at IOOF.

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... advisers so that consumers receive appropriate advice that is relevant to them," she said. CALI board member and Clearview Wealth managing director Nadine Gooderick added: "Risk specialists have an important role in the life insurance ecosystem, so it ...

Centrepoint names new chair, borrows $10m for M&A

CASSANDRA BALDINI  |  WEDNESDAY, 23 AUG 2023
... head of the table, Alan Fisher is stepping down as chair of Centrepoint Alliance. He will be replaced by former ClearView Wealth chief executive Simon Swanson, effective immediately. It comes as the group receives indicative approval from NAB for a debt ...

Mercer appoints three new directors

ANDREW MCKEAN  |  MONDAY, 3 JUL 2023
... services. Most recently, she was the co-founder of Human Financial, an investment management firm. In February, Clearview Wealth sold its managed investment business to Human Financial for a 40% stake in the company. She's also served as chief operating ...

Industry funds gain ground in retirement asset battle: KPMG

ANDREW MCKEAN  |  FRIDAY, 5 MAY 2023
... the retail sector has a significant proportion of member accounts in the pension phase. Challenger, Fiducian, Clearview Wealth, Macquarie, Perpetual, Netwealth, HUB24, and CFS lead the way with the highest proportion of pension phase member accounts. ...

FSC releases claims handling standard for super funds

ANDREW MCKEAN  |  TUESDAY, 10 JAN 2023
... Superannuation Industry (Supervision) Act 1993. Australian Ethical Investment, BT Financial Group, Challenger, Clearview Wealth, Colonial First State Investments, Equity Trustees Superannuation, HUB24, Macquarie Investment Management, Mercer (Australia) ...

ClearView abandons potential takeover transactions

ANDREW MCKEAN  |  WEDNESDAY, 2 NOV 2022
ClearView Wealth has concluded its strategic review process, with the board deciding not to proceed with any transactions. As previously reported by Financial Standard, ClearView began its strategic review process in September 2021, with the objective ...

ClearView expands distribution team

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
ClearView Wealth made three new hires and promoted two, to offer further support to financial advisers. Alex Koodrin has joined ClearView from BT Financial Group as its new national technical manager. Previously, he was business manager at Colonial ...

ClearView Wealth appoints rehabilitation manager

CASSANDRA BALDINI  |  TUESDAY, 6 SEP 2022
ClearView Wealth has appointed Alicia Edwards to the newly created position of rehabilitation manager. Before joining she was a senior rehabilitation consultant at OnePath Zurich and also held a number of roles at Konekt. Edwards will be responsible ...
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