Updated:
ClearView Wealth
ClearView Wealth is an SEC-registered investment adviser in Salem, OR, registered since 2019. The firm manages approximately $202 million in regulatory assets.
ClearView Wealth
ClearView Wealth is an SEC-registered investment adviser in Salem, OR, registered since 2019. The firm manages approximately $202 million in regulatory assets. It has 5 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2019
AUM
Undisclosed
Location
Region
Oceania
Country
Australia
City
Salem
Corporate office
Level 15, 20 Bond Street, Sydney, NSW 2000
Principals
Nadine Gooderick
Managing Director
Frequently asked questions
Does ClearView Wealth manage an investment portfolio or third-party capital?
No. ClearView is a life insurer, not an investment manager. The reserves it holds are regulatory capital backing insurance liabilities. The firm does not offer investment products or services, and its website explicitly warns of scams in which outside parties falsely claim to represent ClearView as an investment provider.
How does ClearView generate its revenue?
ClearView generates revenue through the underwriting and sale of life insurance policies — including Life, Total and Permanent Disability, Income Protection, Trauma, and Business Cover — distributed exclusively through a network of over 5,000 financial advisers in Australia. It does not earn fees from asset management or advisory mandates.
What happened to ClearView's wealth management and superannuation businesses?
ClearView exited its wealth products in prior years. Former superannuation and managed investment clients were transitioned to external providers, including HUB24 Super and Human Financial. The firm's legacy Savings Bond book was wound down, with unclaimed funds directed to the Australian government's unclaimed money registry as of December 2024.
Who makes strategic and underwriting decisions at the firm?
Strategic and operational leadership rests with Managing Director Nadine Gooderick, a veteran of the Australian life insurance sector. Her management team comprises specialists in product development, underwriting, and claims. The board oversees corporate governance and regulatory compliance.
What is ClearView's scale in terms of in-force policies and claims?
ClearView services over 100,000 policyholders and maintains relationships with more than 5,000 financial advisers. The claims breakdown as published on the firm's website shows Life cover representing 55% of claims lodged, followed by Income Protection at 17%, Total and Permanent Disability at 16%, and Trauma at 11%.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: