Todd has been working in the financial services industry since 1989. 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 was appointed to the role of General Manager of Licensee Services for ClearView Financial Advice and Matrix Planning Solutions dealer groups in 2019.

Tanya has been in the financial services industry for 15 years and is passionate about improving the quality of advice provided to clients and creating efficiencies for Advisers.

She has held various roles in compliance, practice development, financial planning software and advice coaching in both small and large licensees.

Her current role is Chief Operating Officer, for ClearView and Matrix Planning Solutions where she oversees compliance, Paraplanning, technical and XPLAN reporting to the General Manager of Licensee Services.

Gamza has been in the financial services industry for over 20 years. He prides himself on providing high quality support services to advisers, and is well regarded for his experience & knowledge. Gamza has been involved with revenue processing & reporting for over 15 years, and has been instrumental in the development of commission processing systems and procedures. In his current role, Gamza oversees the Commission processing team for both ClearView & Matrix dealer groups.

Nick has been in the financial services industry for 13 years and is passionate about quality advice and compliance as a service.

Nick was initially an accountant before moving into financial advice in 2009. He became a financial planner at a small firm with their own AFSL before moving to BT Financial Group as an adviser in 2011. Over the next 9 years he was involved in several areas of the BT advice business including coaching, operations and leading compliance and remediation functions through periods of significant change.

In his current role, as Head of Advice, Nick manages the compliance related functions for ClearView, Matrix Planning Solutions and LaVista.