Clearview Wealth (ASX: CVW) — Company Overview, News & Financial Data
Clearview Wealth offers wealth management and financial planning services in Australia tailored to individual clients.
Clearview Wealth
ClearView Wealth is an Australian financial services company operating primarily in the life insurance and wealth management sectors. The company provides life protection products, including term life insurance, income protection, total and permanent disability cover, and business expense insurance. It also offers superannuation and wealth administration services to retail clients and financial advisers across Australia. Operating through an extensive network of independent financial planners, the business delivers underwriting, policy administration, and claims management. It serves over 100,000 policyholders nationwide, providing financial protection and long-term wealth strategies tailored to individual and commercial client needs.
Snapshot
Operations
Products and/or services of Clearview Wealth
- Life Insurance: Term life policies providing lump-sum financial benefits to beneficiaries upon the death or terminal illness diagnosis of the insured individual, aimed at providing family financial protection and debt coverage across Australia.
- Income Protection Cover: Disability and income replacement products designed to provide monthly benefit payments to individuals who are temporarily or permanently unable to work due to sickness or injury during their working life.
- Total and Permanent Disability Cover: Specialized trauma and disability policy options that deliver lump-sum payments to policyholders who experience permanent disablement or specific critical medical conditions preventing return to gainful employment.
- Business Expense Protection: Insurance solutions designed for business owners covering fixed overhead costs, including office rent, utilities, and core employee payroll, should key business operators become disabled through injury or illness.
- Wealth Management Services: Superannuation, retirement, and investment solutions designed to assist financial advisers and individual retail clients with long-term wealth accumulation, portfolio administration, and income generation strategies throughout Australia.
- Adviser Support Services: Comprehensive distribution networks and administrative management platforms providing financial advisers with underwriting support, client portal tools, and policy administration services to serve policyholders nationwide.
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