A quick look at ClearView Financial Advice

A quick look at ClearView Financial Advice

  • 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.