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ClearView reset pays dividends

ClearView s decision to target the life insurance market solely is paying off as it grows its in-force premiums during the 2023 financial year and new business pours in.

Perceived conflict of interest led to Clearview advice sale

The decision to sell a majority control of its advice arm to Centrepoint Alliance allowed Clearview to focus on product, even though the firm was confident it had no issues with conflicts of interest.

Centrepoint completes ClearView acquisition

The combined group has over 1,300 licenced and self-licensed advisers and ClearView will have 25% voting power.

ClearView rolls out senior appointment

ClearView rolls out senior appointment ClearView rolls out senior appointment ClearView Wealth has appointed a new head of business growth from the executive ranks of Australian Unity Financial Advice. A A Tony Mantineo will join ClearView to spearhead adviser recruitment for the group’s flagship dealer group, Matrix Planning Solutions, and B2B outsourced offer LaVista Licensee Solutions. He will report to ClearView general manager for licensee services Todd Kardash. “Tony is a highly-respected financial services professional and his appointment reinforces our commitment to building a strong, scalable financial advice business,” Mr Kardash said. “We are not seeking thousands of advisers but rather our focus is on creating a select community of quality professional businesses using our services.”

ClearView makes senior appointment

ClearView makes senior appointment
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