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Clearview Wealth Ltd
Level 15, 20 Bond Street
Phone: +61 280951300p:+61 280951300 SYDNEY, NSW  2000  Australia Ticker: CVWCVW
Business Summary
ClearView Wealth Ltd (ClearView) is an Australia-based financial services company. The Company offers life insurance, superannuation and investments products and services. It operates through two segments: Life Insurance and Wealth Management. ClearView provides life insurance products through its subsidiary ClearView Life Assurance Limited (CLAL). CLAL’s manufactures ClearView life insurance products under a retail life insurance Australian Financial Services (AFS) license. ClearView’s Wealth Management segment provides investment and retirement solutions through its subsidiaries ClearView Financial Management Limited (CFML), ClearView Life Nominees Pty Limited (CLN) and CLAL. Its Wealth management products include WealthSolutions, WealthSolutions2, and WealthFoundations. WealthSolutions2 and WealthSolutions are a superannuation and retirement income wrap designed for high-net-worth clients issued via the ClearView Retirement Plan (ClearView Life Nominees as trustee).

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
Yes--Yes-Yes-

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
6/30/20246/30/2024Yes----

Industries
SIC Code Description
6311 Life insurance
6282 Investment advice
6211 Security brokers, dealers, and flotation companies

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Non-Executive Chairman of the Board GeoffBlack 7/1/2020 11/25/2019
Group Chief Financial Officer, Managing Director, Executive Director NadineGooderick 7/1/2023 2/1/2021
Chief Financial Officer AtholChiert 11/15/2019 11/4/2008
12 additional Officers and Directors records available in full report.

Business Names
Business Name
Clearview Wealth Ltd
CVW
MMC Asset Management Limited
MMC CONTRARIAN LIMITED

General Information
Outstanding Shares: 644,905,216 (As of 6/30/2024)
Shareholders: 1,511
Stock Exchange: ASX
Fax Number: +61 292331960


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Monday, December 2, 2024