Adviser Testimonials

Adviser Testimonial video

Jenny Simmonds

Principal - Retire by Design 
 
What I like and appreciate most about being licensed by ClearView is that they are open and quick to react to adviser feedback. Also, when they say something is going to be delivered, you know it will be and on time! I get the training, support and software I need to work efficiently and the peace of mind that the compliance culture is robust without limiting my ability to provide the quality advice that I want to deliver to my clients.

Julie Berry

Principal - Berry Financial Services

I joined ClearView in 2010. I was attracted to the group’s strong leadership team, extensive APL and their commitment to ongoing innovation and thought leadership within the profession. The practice management team work hard to help me run a best practice business. They have helped me to develop and implement systems and processes to improve our client service. As a licensee, ClearView is not intrusive but I receive a high level of support and mentoring whenever it’s required.