CVW's Principal Activity is the provision of various services such as Life Insurance,Wealth Management,Financial Advice and investment in listed entity / other.
|Bid / Ask||-|
|Volume (4w avg)|
|vs Sector (1yr)||+102.89%|
|vs ASX 200 (1yr)||+117.99%|
|ASX Rank||537 of 2,556|
|Sector Rank||46 of 130|
Clearview Wealth Limited (CVW) is a financial services company with businesses that specialise in life insurance, wealth management and financial advice solutions. CVW has a network of experienced, accredited financial planners based throughout Australia who can advise on wealth accumulation, retirement strategies and on life insurance. CVW has three business segments: Life Insurance, Wealth Management and Financial Advice.
Incorporated Incorporated in Victoria. Changed name and code to Clearview Wealth Limited (CVW), 16/06/2010.
See Upcoming Dividends for all ASX companies.
|Ms Jennifer Lyon||Non-Executive Director||Jul 2020||
Ms Jennifer Lyon
Ms Lyon is an experienced actuary, small business owner and Director, and until recently served as a Director of recruitment firm SKL Executive. Ms Lyon has also formerly held a number of senior and Director positions including non-executive Director and President of the Actuaries Institute of Australia, Managing Director of Qed Actuarial, a specialist actuarial recruitment firm, a Director of Hall & Lyon which managed the distribution of actuarial education material, and worked at AMP and Towers Perrin in superannuation and financial services. Ms Lyon has also served on the Board of ClearView's Superannuation Trustee Board, ClearView Life Nominees Pty Ltd since 1 July 2014.
|Mr Geoffrey Murray Black||Non-Executive Director,Non-Executive Chairman||Nov 2019||
Mr Geoffrey Murray Black
Non-Executive Director,Non-Executive Chairman
Mr Black has over 30 years' experience in life insurance and wealth management. He is currently a director of Platypus Asset Management and was Head of Business Development at RGA Australia from 2015 until April 2019. Prior to joining RGA Australia, he held senior executive positions at TAL Australia and was formerly Managing Director of PrefSure Life and Lumley Life Limited.
|Ms Judilyn Beaumont||Company Secretary,General Counsel||Nov 2019|
|Mr Michael Thomas Alscher||Non-Executive Director||Mar 2018||
Mr Michael Thomas Alscher
Mr Alscher is the Managing Partner and founder of Crescent Capital Partners Management Pty Limited. Prior to founding Crescent Capital Partners, Michael was a consultant at Bain International and the LEK Partnership where he spent time working across banking and insurance clients. After leaving consulting, Michael was the Chief Operating Officer and a Director of Gowings Bros Limited. Michael is the current Chairman of Cardno Limited, Director of Intega Group Limited, Australian Clinical Laboratories Pty Limited, 24-7Healthcare Pty Limited and National Dental Care Pty Limited. He is also a former Chairman and Director of Cover-More Group Limited and Life HealthCare Group Limited, and a former Director Metro Performance Glass Limited. Since 22 October 2012 Michael has served as a Non-Executive Director and as an Alternate Director to Nathanial Thomson at different times, with the most recent appointment as Non-Executive Director being effective 20 November 2018.
|Ms Susan Egbert Young||Non-Executive Director||Dec 2016||
Ms Susan Egbert Young
Ms Young has over 30 years' experience in senior executive roles internationally, with 15 years of experience in investment banking, followed by senior management roles in the corporate and professional services sector. She retired as a Partner of Spencer Stuart, and previously held operational management roles as both a divisional CFO and Joint Venture CEO/President for a Lend Lease Group company. Susan is Governor of WWF Australia and previously served on the board of the Westmead Institute for Medical Research. She is Member of Risk and Compliance Committee.
|Mr Gary Zalman Burg||Non-Executive Director||Oct 2012||
Mr Gary Zalman Burg
Mr Burg has experience in building life insurance businesses in South Africa and in Australia. Gary is a director of Alinta Energy Limited and Global Capital Holdings (Australia) Pty Limited. He is a former director of, and investor in, South African listed Capital Alliance Holdings Limited (which owned Capital Alliance Life Limited and Capital Alliance Bank Limited). Gary is also a former director and investor in a number of Australian based financial services businesses, including Prefsure Life Limited and Insurance Line Holdings Pty Limited. He is Member of Risk and Compliance Committee.
|Mr Nathanial Thomson||Non-Executive Director||Oct 2012||
Mr Nathanial Thomson
Mr Thomson is a partner of Crescent Capital Partners Management Pty Limited. Nathanial has consulting experience for financial institutions at McKinsey & Co. He is the former deputy Chairman of Cover-More Group Limited prior to its listing on the ASX, a former director of Metro Performance Glass Limited, prior to its listing on the ASX, and is currently a director of Cardno Limited, National Dental Care Pty Limited, 24-7 Healthcare Pty Limited and Australian Clinical Laboratories Pty Limited. He is Member of Risk and Compliance Committee.
|Mr Simon Swanson||Managing Director||Mar 2010||
Mr Simon Swanson
Mr Swanson is an internationally experienced financial services executive having worked for over 35 years across life insurance, funds management, general insurance and health insurance. He has led the life insurer (CommInsure, Sovereign and Colonial) in three countries and spent half of his career in the Asia Pacific region. Simon was previously a director of the Australian Literacy and Numeracy Foundation and former Chairman of ANZIIF's Life, Health and Retirement Income Faculty Advisory Board.
|Orla Cowan||Chief Risk Officer||N/A|
CVW directors must report any change in shareholding to the ASX within 5 business days.
See Director Transactions for all ASX companies.
|05/11/20||Gary Burg||Issued||10,000||$100.00||$1,000,000||Issue of securities|
|29/04/20||Geoffrey Black||Buy||+50,000||$0.203||$10,133||On-market trade|
|28/02/20||Simon Swanson||Buy||+58,754||$0.335||$19,663||On-market trade|
|28/02/20||Simon Swanson||Buy||+58,754||$0.335||$19,662||On-market trade|
|10/09/19||Simon Swanson||Buy||+791,246||$0.60||$474,748||Conversion of securities|
|29/10/18||Simon Swanson||Buy||+60,981||$0.825||$50,285||On-market trade|
|28/09/18||Susan Young||Issued||1,541||$1.05||$1,618||Dividend Reinvestment Plan (DRP)|
|28/09/18||Susan Young||Issued||768||$1.05||$806||Dividend Reinvestment Plan (DRP)|
|28/09/18||Bruce Edwards||Issued||17,140||$1.05||$17,997||Dividend Reinvestment Plan (DRP)|
The current holdings of CVW directors.
|Director||Last Notice||Direct Shares||Indirect Shares||Options||Convertibles|
A substantial shareholder is a person or entity that owns 5% or more of the voting shares in a company. Shares can be held through multiple entities, so the Substantial Shareholders list differs from the Top 20 Shareholders list.
Shareholding changes less than 1% do not require notification to the market. When all “Last Notice” dates are identical, it suggests that no (or minimal) change has occurred since the most recent Annual Report.
|Name||Last Notice||Total Shares||Shares Held (%)|
|Perpetual Corporate Trust Limited||18/08/2020||74,450,844||11.03|
|Sony Life Insurance Co Ltd||18/08/2020||101,254,639||15.01|
|CCP BldCo Pty Ltd||13/11/2020||399,543,860||59.42|
12 month transaction history compiled from ASX announcements.
|Date||Name||Bought||Previous %||New %|
|13-11-20||CCP BldCo Pty Ltd||5,050,000||58.26||59.42|
|15-04-20||Commonwealth Bank of Australia and its related bodies corporate||44,854,832||--||6.63|
12 month transaction history compiled from ASX announcements.
|Date||Name||Sold||Previous %||New %|
|17-04-20||Commonwealth Bank of Australia and its related bodies corporate||44,854,832||6.63||--|
|Year||Closing Price||Last Trade|
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