Tony Mantineo will join ClearView to spearhead adviser recruitment for the group’s flagship dealer group, Matrix Planning Solutions, and B2B outsourced offer LaVista Licensee Solutions. He will report to ClearView general manager for licensee services Todd Kardash.
“Tony is a highly-respected financial services professional and his appointment reinforces our commitment to building a strong, scalable financial advice business,” Mr Kardash said.
“We are not seeking thousands of advisers but rather our focus is on creating a select community of quality professional businesses using our services.”
Mr Mantineo brings more than 30 years’ experience to the role and has held management roles at Millennium3 and Australian Unity. He believes that a combination of structural and regulatory change, lengthy institutional remediation programs and higher client expectations are behind the “increasing number” reviewing the suitability of their licensing arrangements.
“There is a lot of movement in the market at the moment with many advisers exploring their options including switching licensees or gaining their own AFSL,” Mr Mantineo said.
“ClearView is in a unique position because it has the ability to continuously invest in its offer and the flexibility to cater to the different needs and preferences of advisers.”
