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)||+94.57%|
|vs ASX 200 (1yr)||+113.94%|
|ASX Rank||446 of 2,319|
|Sector Rank||83 of 279|
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.
DPS and Yield calculations use the Pay Date.
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. She was a founding owner of recruitment firm SKL Executive and served as a Director until December 2020. Jennifer 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 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. Jennifer has also served on the Board of ClearView's superannuation trustee board, ClearView Life Nominees Pty Ltd since 1 July 2014 (until her appointment, acted as Chairperson). She is Chair of Risk & Compliance committee.
|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 of experience in life insurance and wealth management and 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. He is a member of Risk and Compliance Committee.
|Ms Judilyn Beaumont||Company Secretary,General Counsel||Nov 2019|
|Mr Michael Thomas Alscher||Non-Executive Director||Mar 2018||
Mr Michael Thomas Alscher
Mr Alscher was a consultant at Bain International and the LEK Partnership where he spent considerable time working across banking and insurance clients. After leaving consulting, Michael was the Chief Operating Officer and a Director of Gowings Bros Limited. He is the current Chairman of Cardno Limited, Australian Clinical Labs Limited, National Media Services Group Limited, Crumpler Pty Limited and National Dental Care Pty Limited. He is also a former Chairman and Director of Cover-More Group Limited and LifeHealthCare Group Limited, and a former Director of Metro Performance Glass Limited.
|Ms Susan Egbert Young||Non-Executive Director||Dec 2016||
Ms Susan Egbert Young
Ms Young has over 30 years of 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. She is Governor of WWF Australia and previously served on the board of the Westmead Institute for Medical Research. She is a member of Risk & 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. 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 a member of Risk and Compliance Committee.
|Mr Nathanial Jonothan Thomson||Non-Executive Director||Oct 2012||
Mr Nathanial Jonothan Thomson
Mr Thomson 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, Australian Clinical Labs Limited, National Dental Care Pty Limited and National Home Doctor Service Pty Limited.
|Mr Simon Swanson||Managing Director||Mar 2010||
Mr Simon Swanson
Mr Swanson has over 35 years of experience across life insurance, funds management, general insurance and health insurance. He 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.
|Athol Chiert||Chief Financial Officer||N/A|
|Justin McLaughlin||Chief Investment Officer||N/A|
|Christopher Blaxland-Walker||General Manager, Distribution||N/A|
|Todd Kardash||General Manager, Licensee Services||N/A|
|Gerard Kerr||General Manager, Life Insurance||N/A|
|Hicham Mourad||General Manager, Technology||N/A|
|Nadine Gooderick||General Manager, Transformation||N/A|
|James Myerscough||Interim Chief Risk Officer||N/A|
|Deborah Lowe||Wealth Management and Chief HR 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|
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 (%)|
|CCP BldCo Pty Ltd||06/08/2021||399,543,860||59.69|
|Perpetual Corporate Trust Limited||06/08/2021||74,450,844||11.12|
|Sony Life Insurance Co Ltd||06/08/2021||101,254,639||15.13|
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|
12 month transaction history compiled from ASX announcements.
No sell transactions reported by Substantial Shareholders in the past 12 months.
|Year||Closing Price||Last Trade|
All data on this page is supplied by the ASX, Morningstar and Market Index. Read the disclaimer.