ClearView Wealth Limited has appointed Sharon Leong to the newly created role of chief of staff, reporting to ClearView managing director Nadine Gooderick.
Ms Leong brings more than two decades of financial services experience in both Australia and the UK to the role, having most recently served as executive business manager to BOQ group executive, retail banking and chief executive of ME Bank, a subsidiary of BOQ.
Prior to that, she held a number of senior positions at Westpac Group, including as strategy and business manager to BT Financial Group’s general manager, platforms and investments.
Moreover, she holds bachelor’s degrees in both commerce and law, as well as CPA qualification.
According to ClearView, Ms Leong’s new role will see her work with the executive leadership team to oversee the execution of the group’s refreshed strategy and business plan, in addition to providing business management and advisory support to the leadership team.
Ms Gooderick welcomed Ms Leong to the company: “Sharon is a respected financial services leader with extensive experience in strategy and business planning.
“She has excellent organisational, communication, and stakeholder management skills, and will help drive strategic outcomes as we work towards achieving our FY26 goals.”
Ms Leong added: “ClearView is a dynamic company that has gone through a period of simplification and transformation and continues to grow and expand.
“I am excited to be joining the business at this pivotal stage of its journey to support Nadine and the leadership team.”
Namely, after disclosing earlier this year its intention to divest from its wealth management business, ClearView announced in August that the process of exiting its wealth sector was underway.
This strategic move, ClearView disclosed, had been prompted by the identified “lack of scale and growth opportunities” within the wealth business.
Also in August, ClearView reported $305.9 million in in-force life insurance premiums, a boost in its underlying net profit after tax to $36.5 million, and a 25 per cent increase in new business to $25.2 million.
ClearView attributed its recent success to its “simplification and transformation strategy”, which has seen the company emerge as a life insurance business that is focused on protecting and optimising its position as a dynamic challenger.
The firm said that following its wealth exit, its strategy is to “increase its share of the life insurance market”, achieve “operational excellence” in the core life insurance functions of product, underwriting, claims and rehabilitation, and explore “potential growth and diversification opportunities”.
