Meet Our Team

Todd Kardash - Chief Executive Officer

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 in October 2014 was appointed CEO of the merged ClearView Financial Advice and Matrix Planning Solutions dealer group.

Allison Dummett - Head of Strategic Advice

Allison was the founding Managing Director of Matrix Planning Solutions Limited. Her involvement included attracting advisers and shareholders, raising capital and working with foundation members to form the company in 1999 and leading it through a period of significant growth.

From 2013 to 2015, Allison held senior executive roles with Count Financial, Australia's largest Accountant-based financial planning company, before returning to join the combined Matrix and ClearView dealer groups in February 2016 to drive the company’s Strategic Advice Initiative. As Head of Strategic Advice, Allison manages the change program for advisers moving to a goals-based, fee-for-service advice model.

Tanya Seale - Head of Advice

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 Head of Advice for ClearView and Matrix Planning Solutions where she oversees compliance, Paraplanning, technical and XPLAN reporting to the CEO.

Gamza Gierdien- Head of Dealer Group Reporting

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.

Mike Pope - Head of Business Development

Mike stared in the financial services industry in 1988 and has held various roles in National Mutual, AC&L and AXA.Starting as an adviser and moving to management these roles included risk, investment and superannuation products, research and practice management.From 2006 to 2013, Mike was an Executive Director and Responsible Manager with Millennium3 Financial Services and Elders Financial Services licensing 800 advisers and practices.Mike joined Clearview in 2013 and as Head of Business Development, is committed to developing, improving and supporting advisers in achieving their business goals.

Jenny Psathas - Operations Manager

With over 15 years’ experience in the financial services industry Jenny joined ClearView in 2014 as the dealer groups Operations Manager. Prior to joining ClearView Jenny held various roles including dealer group business analysis, operations, communications as well as project and change manager roles.

In her current role, Jenny is responsible for the day to day running of the business operations for both ClearView Financial Advice and Matrix Planning Solutions dealer group, professional development as well as ensuring a seamless on boarding experience for new practices joining the group.