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Clearview Wealth (AU:CVW) — Company Overview, News & Financial Data

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Company profile

Clearview Wealth

About

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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.

Snapshot

Public AUOwnership
1976Year founded
263Employees
New South Wales, AustraliaHead office
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Global footprint

Operations

All Locations
Australia

Products and/or services of Clearview Wealth

  • 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.

Clearview Wealth executive team

  • Ms. Nadine Gooderick B.Com.MD, CEO & Executive Director
  • Mr. Athol Chiert B.Acc., B.Com., C.A., CA (SA)Chief Financial Officer
  • Ms. Joanne FaglioniGroup Executive of Operations
  • Mr. Michael NewChief Technology Officer
  • Ms. Judilyn Beaumont L.L.B.Group Executive, General Counsel, Corporate, Chief Risk Officer & Company Secretary
  • Mr. Ashutosh Bhalerao B.Ec, FIAAAppointed Actuary
  • Mr. Nick KulikovGroup Executive of Product & Pricing
  • Ms. Vanessa BeresfordManager of Investor Relations
  • Emma HawkeHead of Communications
  • Mr. Nick Pattillo B.Sc.Head of People & Culture