Clearview Wealth company info

What does Clearview Wealth do?
Clearview Wealth (ASX:CVW) is an Australian financial services company that provides a range of wealth management and financial planning services to individuals and families. The company's operations are focused on providing clients with a range of services, including financial advice, investment planning, superannuation planning, insurance planning, and estate planning. The company has a team of highly experienced and qualified financial advisers who are committed to providing clients with personalised and tailored advice.
Clearview Wealth company media
Company Snapshot

Is Clearview Wealth a public or private company?

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Ownership
Public

How many people does Clearview Wealth employ?

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Employees
263

What sector is Clearview Wealth in?

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Sector
Financials

Where is the head office for Clearview Wealth?

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Head Office
New South Wales, Australia

What year was Clearview Wealth founded?

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Year Founded
1976
What does Clearview Wealth specialise in?
/Wealth /Insurance /Financial /Investment /Estate /Advice

What are the products and/or services of Clearview Wealth?

Overview of Clearview Wealth offerings
Financial planning: Clearview Wealth's financial planning team helps clients to develop and implement a financial plan that meets their individual needs and goals.
Investment advice: Clearview Wealth's investment advisers provide clients with advice on how to invest their money to achieve their financial goals.
Retirement planning: Clearview Wealth's retirement planning team helps clients to plan for their retirement and ensure that they have enough money to live comfortably in retirement.
Estate planning: Clearview Wealth's estate planning team helps clients to develop an estate plan that ensures that their assets are distributed according to their wishes after they die.
Tax planning: Clearview Wealth's tax planning team helps clients to reduce their tax liability and maximise their wealth.
Insurance advice: Clearview Wealth's insurance advisers provide clients with advice on how to protect themselves and their loved ones from financial hardship in the event of illness, injury or death.

Who is in the executive team of Clearview Wealth?

Clearview Wealth leadership team
  • Ms. Nadine  Gooderick B.Com.
    Ms. Nadine Gooderick B.Com.
    MD, CEO & Executive Director
  • Mr. Athol  Chiert B.Acc., B.Com., C.A., CA (SA)
    Mr. Athol Chiert B.Acc., B.Com., C.A., CA (SA)
    Chief Financial Officer
  • Mr. Hicham  Mourad
    Mr. Hicham Mourad
    Chief Technology Officer
  • Ms. Judilyn  Beaumont L.L.B.
    Ms. Judilyn Beaumont L.L.B.
    Company Secretary, Group Executive, General Counsel & Corporate
  • Ms. Cloe  Reece B.Com., M.B.A.
    Ms. Cloe Reece B.Com., M.B.A.
    Chief Risk Officer
  • Ms. Joanne  Faglioni
    Ms. Joanne Faglioni
    Group Executive of Operations
  • Ms. Vanessa  Beresford
    Ms. Vanessa Beresford
    Manager of Investor Relations
  • Leng  Ohlsson
    Leng Ohlsson
    Head of Marketing & Corporate Affairs