Powered by MOMENTUM MEDIA
moneymanagement logo
 
 

ClearView boosts team with newly created positions

BDM/management/business-development-manager/

8 July 2016
| By Hope William-Smith |
image
image image
expand image

Three new business development managers (BDMs) have been appointed around Australia at ClearView Wealth to continue the profitable growth of its insurance, investment and superannuation sectors.

Former MLC consultant, James Blanton, has been appointed as the NSW/ACT BDM with a specialisation in insurance. With over 15 years' experience in the industry, Blanton also brings skills in practice development and sales to the position.

Nick Dowling, a former BDM at Macquarie Group, will take over ClearView's BDM role in Victoria and Tasmania and has also worked in the finance industry for over 15 years.

The final appointment was Richard Monroe as the BDM for Queensland. Monroe previously worked across the Sunshine Coast and Brisbane with both Westpac and BT Wealth Management. Monroe also established his own risk advice business four years ago.

ClearView managing director, Simon Swanson, said that the three appointments would ensure continued profitability in management, as well as building relationships within the wider industry.

"These newly created positions reflect the continued growth and strong performance across our business," he said.

"James, Nick and Richard will have the responsibility of working closely with advisers to strengthen existing relationships within the adviser community."

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND