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Showing 1 - 10 of 67 results for "ClearView Wealth"

ClearView announces executive changes

MATTHEW WAI  |  FRIDAY, 25 OCT 2024
ClearView Wealth has announced three executive appointments, choosing to hire from within the company. ClearView welcomed Judilyn Beaumont to the role of chief risk officer while continuing her role as general counsel. Beaumont joined the company in ...

MLC Life appoints two C-suite executives

MATTHEW WAI  |  TUESDAY, 10 SEP 2024
... aspects. Kerr has an extensive background in life insurance, most recently the group executive in life insurance at ClearView Wealth. He was also instrumental in the merger of Zurich Financial Service and OnePath in June 2019 after his prolonged tenure ...

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 ...
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