Clearview appoints business growth head
ClearView has appointed former Australian Unity Financial Advice executive, Tony Mantineo, to the newly-created role of head of business growth.
In the role, he would be responsible for leading adviser recruitment for the group’s flagship dealer group, Matrix Planning Solutions, and B2B outsourced offer LaVista Licensee Solutions.
Mantineo’s previous roles included general manager of business growth at Australian Unity Financial Advice, and national business growth and alliances manager at Millennium 3.
He would be based in Melbourne, reporting to ClearView general manager 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,” 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.
“Over the past few years, ClearView has invested significantly in technology and infrastructure to support advisers to deliver high quality advice, manage mounting compliance and run more efficient practices.
In an environment of ongoing change and disruption, we are strongly positioned to partner with advisers who want to continue growing their business.”
Mantineo said the combination of ongoing structural and regulatory change, lengthy remediation programs inside institutions and higher client expectations were behind the increasing number of advisers reviewing the suitability and long-term viability 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 Australian financial services licence,” 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.”
AUTHOR
Chris Dastoor
Recommended for you
The financial services industry is currently “overwhelmed with quality and quantity of candidates”, Kaizen Recruitment explains, leading executives to face 12-month long recruitment processes.
Zenith Investment Partners has appointed an experienced research executive as its new group head of research following the departure of Bronwen Moncrieff.
The financial services technology company has appointed two non-executive directors following its AGM earlier this year, where it flagged it would embark on a board renewal process.
Several wealth management companies have been selected as finalists at the inaugural awards, which champions those who have transformed the Australian economy with their AI solutions.
