ClearView Launches Dealer Services Offering


ClearView has expanded the services offered by its financial advice arm with the creation of a dealer services offering for advisers who hold their own Australian Financial Services Licence.

ClearView General Manager, Group Licensee, Todd Kardash

The listed financial services group stated that new offering – LaVista Licensee Solutions – would be use the infrastructure and resources of its own licensees, Matrix Planning Solutions and ClearView Financial Advice.

Under the new offering, advisers will be able to access individual dealer services from a menu that includes compliance and monitoring of authorised representatives, technical helpdesk, marketing and software support.

Alternately, advisers could access an off-the-shelf package of essential services which also includes advice documents and templates, compliance manuals, and education and training. LaVista would also provide support to advisers who were looking to apply for their own licence.

Services would offered under a monthly subscription fee and the pricing of the menu options and the off-the-shelf core package will vary depending on the size and requirements of each practice or licence-holder.

ClearView General Manager, Group Licensee, Todd Kardash said some advice firms wanted the autonomy of being self licensed without the expense of running a complete back office and the new service allowed them to be able to do so.

“Our goal is not to tell advisers how to run their business but to help them meet their legal obligations so they can focus on seeing clients and growing their business, confident that nothing is slipping through the cracks,” Kardash said.

In launching the service, ClearView announced that it had appointed Mike Pope as Chief Executive Officer of LaVista, promoted Allison Dummett to the role of Chief Executive Officer for Matrix Planning Solutions and ClearView Financial Advice, and appointed  Tanya Seale as Chief Operating Officer, Licensee Solutions.

All three held previous roles across the ClearView Financial Advice and Matrix Business where Pope was Head of Business Development, Dummett was Head of Strategic Advice and Seale was Head of Advice.