IOOF-aligned firm joins ClearView dealer group : vimarsana.c

IOOF-aligned firm joins ClearView dealer group


IOOF-aligned firm joins ClearView dealer group
IOOF-aligned firm joins ClearView dealer group
An advice group licensed by IOOF-aligned Bridges Financial Services has announced it will jump ship and join a ClearView-owned licensee.
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In a statement, Matrix Planning Solutions said Chelsea Wealth Management, a NSW practice with 13 staff and three offices, had decided to join the dealer group after a detailed tender process.
The group specialises in holistic advice for retirees and had a large client base of police-affiliated families, being a subsidiary of Police Bank.
Chelsea Wealth Management general manager Rick Di Cristoforo said the group had selected Matrix as its new licensee due to their significant investment in improving practice efficiency among their affiliated groups.

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