Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 5 of 5 results for "LaVista Licensee Solutions"

ClearView offloads advice unit

KARREN VERGARA  |  WEDNESDAY, 25 AUG 2021
... will acquire ClearView subsidiaries ClearView Financial Advice (CFA), Matrix Planning Solutions and LaVista Licensee Solutions. The deal will give ClearView a 25% shareholding in Centrepoint. ClearView will be able to appoint one director to the Centrepoint ...

ClearView adds advice growth role

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
... his new role, Mantineo will be responsible for adviser recruitment at Matrix Planning Solutions and LaVista Licensee Solutions. He will report to ClearView general manager, licensee services, Todd Kardash. Kardash said the appointment reflects the company's ...

Dealer service provider adds former MLC advice firm

KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
ClearView's LaVista Licensee Solutions is adding a former MLC Financial Planning firm. LaVista will provide licensee services to Sydney-based Investorplan. "I get a lot of confidence knowing that LaVista leverages the back-office resources and infrastructure ...

Self-licensing trend boosts ClearView offering

ELIZABETH MCARTHUR  |  TUESDAY, 25 JUN 2019
ClearView's LaVista Licensee Solutions has had a boost to its books thanks to the increase in self-licensed financial advice practices seeking dealer services, such as back-office infrastructure and support. Now NSW-based practice Macaplan Financial ...

ClearView launches new business, reshuffles executive team

KARREN VERGARA  |  MONDAY, 19 NOV 2018
... with the launch of a new business offering back-office and compliance services to financial advisers. LaVista Licensee Solutions, a licensing service, will be led by Mike Pope as its chief executive. Pope was previously Clearview's head of business development. ...
PAGE:
1