Simon Swanson - Managing Director

B.Ec, B.Bus, ANZIIF (Fellow), CIP, FCPA

Simon is an internationally experienced financial services executive having worked for over 30 years across life insurance, funds management, general insurance and health insurance. He has successfully led the largest 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.

Simon was effectively the founder of ClearView in its current form and was appointed as Managing Director on 26 March 2010.

Athol Chiert - Chief Financial Officer

B.Com, B.Acc, CA (SA)

Athol was appointed Chief Financial Officer on 4 November 2008. Athol has a life insurance and private equity background. Athol was previously the CFO of PrefSure Holdings Limited and PrefSure Life Limited (formerly Lumley Life Limited). Athol also served as part of the Global Capital Group both in Australia and South Africa and has over 15 years’ experience in the finance industry. Athol commenced his professional career as an accountant with Arthur Andersen.

Christopher Blaxland-Walker - General Manager, Distribution 

Christopher has over 15 years' experience in financial services. He started his career at Legal and General in the call centre and worked in all areas of the company. In the last 10 years he has been involved in sales at CommInsure where he held the position of NSW State Manager before joining ClearView as the National Sales Manager in 2011.

Chris was appointed General Manager, Distribution in October 2014.

Deborah Lowe - General Manager, People and Operations

B.Com (Eco), MBA, AGSM

Deborah joined ClearView in 2013. She has over 25 years' experience in the financial services industry, specialising in both human resources and operations management. Deborah previously held senior human resources and operational roles with Barclays Global Investors. She worked in San Francisco for Barclay Global Investors implementing a global HRIS system and went on to manage the global administration of human resources. Prior to joining ClearView, she held a variety of lending, customer service and account management roles with the Commonwealth Bank of Australia.

Greg Martin - General Manager, Strategy

BA, FIAA, FFin, FAICD, CERA

Greg has more than 30 years’ experience in life insurance and funds management, including in the areas of financial management and reporting, governance, product development, capital and risk management, M&A and business resolution. His current responsibilities include overseeing ClearView’s actuarial team and life and wealth product team. Greg is also a director of ClearView’s two financial advice businesses.

Prior to joining ClearView in 2011, he was a Partner of KPMG, where he provided actuarial advice to the industry for 17 years. He has held 10 appointed actuary roles during his career and has been a member of various regulatory, industry and professional committees and Boards, advised regulators, and published a number of industry related papers and articles. His most recent co-authored paper was published in 2015 titled Dark risks versus ERM upside: A collection of risk management thoughts.

Judilyn Beaumont - General Counsel and Company Secretary

B.Bus, LLB

Judilyn joined ClearView in November 2019 as General Counsel and Company Secretary.
 
Appointed a Solicitor of NSW in 2001, Judilyn has extensive legal experience in the financial services industry acquired across private practice, regulatory and in-house roles. These roles have encompassed life insurance, superannuation, financial planning and investments.
 
From 2013-2019 Judilyn worked in-house at Suncorp, commencing as Senior Lawyer (Suncorp Life) and most recently holding the position of Executive Manager Legal – Insurance and Marketplace Advisory, Finance Legal & Advice (Suncorp Group). In this role she provided end-to-end business support, from product development to marketing and distribution.
 
Earlier in her career, she was a Senior Associate at Freehills in their financial services team, a Solicitor at Blake Dawson Waldron (now Ashurst) and earlier still, a Lawyer at the Australian Securities and Investment Commission where she provided advice on a range of matters including large regulatory investigations, development of regulatory policy and managed investment schemes.

Justin Mclaughlin - Chief Investment Officer

B.Eco (Hons)

Justin is the Chief Investment Officer of ClearView. He has 20 years' experience in the industry with a focus on asset allocation and fund manager research. He started his career with the Federal Government Super Scheme (now CSS/PSS) where he had a number of roles in researching fund managers and working in tactical and strategic asset allocation. He has held Chief Economist and Investment Strategy roles with Advance Asset Management and United Funds Management. He has worked for TOWER (now TAL) and was Head of Research at Bridges a financial planning and stockbroking company for 8 years prior to joining ClearView.

Orla Cowan - Chief Risk Officer

ClearView appointed Orla Cowan as Chief Risk Officer in September 2019.
 
Orla’s experience spans 20 years across notable financial institutions like BlackRock Australia, Challenger Financial Services Group , Zurich Capital Markets and most recently, ANZ Global Wealth, where she spent five years as Head of CIO Governance.  At ANZ her responsibilities included the development, implementation and monitoring of the CIO operational risk and compliance plan, and fiduciary reporting to the Board.  Prior to ANZ she spent four years at BlackRock as Director – Country Head of Compliance where optimising cross-functional abilities was a key focus.  Taken together, her experience ensures a proven track record in risk management, compliance and governance.  

Todd Kardash - General Manager, Licensee Services

Todd has over 28 years’ experience in the financial services industry. Prior to joining ClearView, Todd was Head of Adviser Distribution at CommInsure. From 2001 to 2005, he was the State Manager for the NAB Insurance dealer group in NSW. Todd started in the industry as an adviser with National Mutual in 1989 where he built up the business to over 800 clients over a period of five and a half years before selling the practice to move into management with National Mutual (rebranded to AXA Asia Pacific in 1999).
 
Todd joined ClearView Wealth in April 2011 to set up the Life and Wealth Distribution team and in October 2014 was appointed CEO of ClearView Financial Advice and Matrix Planning Solutions dealer groups.