- Around 150 experienced advisers^
- Approximately $3.8 billion in funds under advice and $158 million in in-force premium^
- Comprehensive licensee proposition
- Strategic Advice Framework
- Strong brand and reputation as a leader in advice on investments, superannuation, insurance, cashflow management, estate planning and aged care
- A large, well-resourced team including research, practice development, in-house X-Plan support, technical services, continuing professional development and marketing support
- Backed by ASX-listed financial services company, ClearView Wealth
^ Current as at December 2016.