Dummett returns to Clearview/Matrix
ClearView has appointed the co-founder and former managing director of Matrix Planning Solutions, Allison Dummett to the newly-created role of head of strategic advice for its dealer groups.
The appointment has been confirmed by ClearView Financial Advice and Matrix Planning Solutions chief executive, Todd Kardash who said the position had been created to help develop an enhanced professional advice framework to help advisers build more efficient practices and deliver improved client outcomes.
Dummett was a founding director of Matrix from 1999 to 2013 and managing director from 1999 to 2007 before the national dealer group was acquired by ClearView in 2014.
Kardash said she would work with the group's 223 advisers to refine their value proposition, price their services accurately, and grow the profitability of their practices.
Recommended for you
Apostle Funds Management has appointed the newly created position of director, head of wholesale as the firm expands its Australian footprint in the wholesale sector.
Recruitment manager Robert Half has shared the most in-demand roles in financial services that firms are finding difficult to fill, driven by ASIC’s growing focus on risk and compliance.
ASIC chief executive, Warren Day, is among senior executives to depart the corporate regulator amid changes to its leadership team.
Iress has completed the sale of its platform business, bringing $4.1 billion in funds under administration over to Praemium.