Clearview wins Money Management Dealer Group of the Year 2011

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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.

ClearView was declared the winner of the non-aligned ‘Dealer Group of the Year’ category based on the great results ClearView recorded across all the major criteria above.

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

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