ClearView has added independent financial advice firm Lambert Investments to its network in an agreement that will see Lambert Investments use ClearView’s dealer group to distribute life insurance and wealth management products.
Lambert investments has five advisers across three offices in Sydney, Canberra and Brisbane, with more than 6,000 clients, approximately $100 million funds under administration, and $8 million in force life insurance premiums, according to ClearView.
Lambert Investments was founded in 1969 by Tom Lambert (father of current principal Ron Lambert), who has more than 30 years industry experience, and said the reason for joining ClearView was the group’s independent nature and focus on relationship driven service.
"We believe that partnering with ClearView allows us to best service the needs of our clients and staff," he said.
"ClearView has state-of-the-art client relationship management systems that will help us manage our clients and their investments. They will also provide us with the tools to deal with regulatory changes such as the pending [Future of Financial Advice] reforms."
