ClearView Wealth Limited has revealed the management structure resulting from its acquisition of Matrix Financial Planning.
The publicly-listed group announced that Clearview's Todd Kardash would be chief executive of the combined dealer group — Clearview Financial Advice and Matrix Planning Solutions.
Announcing the new structure, Clearview managing director, Simon Swanson said the merged dealer group would comprise several new appointments, with Tanya Seale becoming the Head of Advice with responsibility for technical services, paraplanning, CRM, research liaison and compliance.
He said that Mike Pope would take on the role of Head of Business Development and have responsibility for practice management, professional development days, conferences, events and marketing.
"The new structure and appointments in the combined Matrix dealer group will underpin the growth of our advisers' businesses and assist them in looking after their clients. These changes will be instrumental in achieving our goal of building a high quality financial advice business," Swanson said.
He said Christopher Blaxland-Walker had been appointed General Manager – Distribution taking on responsibility for distribution of both ClearView's Life insurance and Wealth management products and services, while Atit Rungta, formerly Chief Operating Officer of Matrix Planning Solutions, had been appointed Head of Platforms reporting to Blaxland-Walker.
