Leadership Team

Our leadership team

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.
 


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.
 


David Charlton - General Manager, Direct

David started in Life Insurance in early 2005, where he was instrumental in the growth of direct life insurance specialist InsuranceLine (now TAL Direct). David played a major role in setting up the Alliances division at TAL Direct and leading the development and delivery of several key strategic partnerships. He also held senior commercial roles identifying new market opportunities.

Having worked in the direct life industry since its formative years, David has built deep insight into the life insurance psyche of the Australian consumer. He has also gained an extensive understanding of the commercial construct and key success factors of various direct distribution models.

David has over 15 years' experience in marketing and commercial management across Life Insurance, Publishing and Utilities. David holds a Bachelor of Business degree and Life Insurance accreditation.

David joined ClearView as Head of Distribution, Direct on 1st July 2013, and was appointed General Manager, Direct on 2nd May 2014.
 


Athol Chiert - Chief Financial Officer and Company Secretary

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.
 


Sarah Cummings – General Manager, Development

B.Bus. DFP

Sarah joined ClearView in 2013 and has more than 20 years’ experience in financial services. She started her career in financial planning before moving to the corporate side of financial services. She then joined Asgard in distribution support across superannuation and investments. In 2001, Sarah joined FSP and was responsible for developing their wrap platform before joining AXA as a distribution executive responsible primarily for life insurance. Consequently she has had a broad experience across the wide facets of the financial services industry. Prior to her appointment to the leadership team, Sarah was Head of Wealth Product for ClearView and led the team delivering the WealthFoundations investment platform in 2014.
 


Todd Kardash - Chief Executive Officer, Matrix Planning Solutions

Todd has over 27 years’ sales experience in the financial services industry. Prior to joining ClearView, Todd was Head of Adviser Distribution at CommInsure. From 2001 to 2005, he was involved in setting up the NAB Insurance dealer group as State Manager 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 in April 2011 and in October was appointed CEO of the merged ClearView Financial Advice and Matrix Planning Solutions dealer group.
 


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 - Chief Actuary and Risk Officer

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, group risk management and compliance 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.
 


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.