ClearView appoints former CBA dealer group exec
ClearView has appointed a former CBA dealer group executive as its new head of strategic advice.
In a statement, the company said Allison Dummett joins ClearView as it strives to develop an "enhanced" professional advice framework to help advisers build efficient practices.
Ms Dummett was previously at CBA-aligned Count Financial, where she worked as part of the senior executive team for two years. She was also a founding director of Matrix Financial Solutions from 1999 to 2013 and its managing director from 1999 to 2007 before the dealer group was acquired by ClearView in 2014.
In her new role, Ms Dummett will work with ClearView's 223 advisers to help refine their value proposition, price their services accurately and grow the profitability of their practices, the statement said.
Ms Dummett will report to the chief executive of Matrix Planning Solutions and ClearView Financial Advice, Todd Kardash.
"Allison is a highly experienced and highly respected professional, and she is a very knowledgeable, capable and welcome addition to our team," Mr Kardash said.
Ms Dummett said: "ClearView's strategic advice initiative is aimed at supporting advisers to give better advice in areas clients find most valuable."
Former NAB adviser charged by court
An adviser formerly aligned with NAB has been charged with two offences of obtai...
Step-by-step guide to survey your customers
Please use the following step-by-step guide to share the ifa Client Experience S...
Advisers to ‘name and shame’ instos over commissions
Financial advisers across Australia are bankrolling a united effort to challenge...