The former managing director of ClearView Wealth has been named as the new Chair of the Centrepoint Alliance Board.
A statement from the company says it welcomes Simon Swanson to his new role as Chair, noting he brings with him “…an extensive 40-year background in the financial services sector with over 25 years’ experience as a Managing Director of four financial services businesses in multiple jurisdictions.”
Swanson retired from his role as Managing Director at ClearView Wealth in May this year, following 12 years leading the firm (see: ClearView Wealth Appoints CEO).
He was appointed as a Non-Executive Director of Centrepoint Alliance in November 2021.
Swanson replaces Alan Fisher who, the company says, has decided to step down “..after an impactful seven-year tenure as Chair of the Board.”
It says Fisher’s leadership has been instrumental in guiding Centrepoint Alliance through significant industry change “…including the transition to a fee-for-service business model and the successful acquisition of the ClearView Advice business, which has positioned Centrepoint Alliance as the third largest licensee in Australia.”
It also notes that Sandy Beard “…a valued director and substantial investor has also decided to resign from his directorship…”
The firm says Beard’s contributions have been notable “…particularly his involvement in the successful execution of the ClearView Advice acquisition in 2021.”
