ClearView has been named the non-aligned Money Management ‘Dealer Group of the Year for 2011’.
This prestigious award was made by Money Management taking the Top 100 Dealer Groups data compiled by research house DEXX&R and then applying a formula based on:
- Financial planner numbers,
- Funds under advice,
- Planner growth and retention, and
- Ratio of FUA per planner.
We believe this award can be attributed to our:
- Highly qualified and professional financial planners and their ability to offer straight forward, financial advice to meet our client’s financial objectives,
- Ability to offer our clients life, wealth management and financial planning all in one place, and
- Strategic partnerships and their distribution networks