Profile
Simon Swanson is the founder of Clearview Wealth Ltd., which was founded in 1976.
He held the titles of Managing Director & Director at Clearview Wealth Ltd.
from 2013 to 2023.
Mr. Swanson's former jobs include being a Director at Centrepoint Alliance Ltd.
from 2021 to 2024, Managing Director at MMC Contrarian Ltd., and Director at The Australian Literacy & Numeracy Foundation.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
CLEARVIEW WEALTH LIMITED
2.35% | 2023-08-06 | 15,550,000 ( 2.35% ) | 6 M $ | 2024-03-30 |
Former positions of Simon Swanson
| Companies | Position | End |
|---|---|---|
| CENTREPOINT ALLIANCE LIMITED | Chairman | 2024-01-10 |
| CLEARVIEW WEALTH LIMITED | Founder | 2023-06-30 |
MMC Contrarian Ltd.
 MMC Contrarian Ltd. Investment Trusts/Mutual FundsMiscellaneous MMC Contrarian Ltd. is a diversified financial services company listed on the Australian Stock Exchange in December 2003. The company originally floated as a Listed Investment Company investing in a number of other ASX listed companies. In 2008 a change in strategy was approved by shareholders to broaden the existing strategy and allow the company to participate in the long term growth of the wider financial service industry. This change will help diversity the company's earnings and provide a greater level of stability to these earnings through all market conditions. The company continues to investigate opportunities in the financial services sector to expand its current capability and to cement its position as a leading provider of independent financial advice and asset management in the Australian wealth management marketplace. The company's strategy is to create, invest in & acquire financial services businesses, generate returns for shareholders from operating & growing its financial services businesses, and as a result there will be less emphasis on investment earnings. | Corporate Officer/Principal | 2010-06-17 |
| The Australian Literacy & Numeracy Foundation | Director/Board Member | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| CENTREPOINT ALLIANCE LIMITED | Miscellaneous |
| CLEARVIEW WEALTH LIMITED | Finance |
| Private companies | 2 |
|---|---|
MMC Contrarian Ltd.
MMC Contrarian Ltd. Investment Trusts/Mutual FundsMiscellaneous MMC Contrarian Ltd. is a diversified financial services company listed on the Australian Stock Exchange in December 2003. The company originally floated as a Listed Investment Company investing in a number of other ASX listed companies. In 2008 a change in strategy was approved by shareholders to broaden the existing strategy and allow the company to participate in the long term growth of the wider financial service industry. This change will help diversity the company's earnings and provide a greater level of stability to these earnings through all market conditions. The company continues to investigate opportunities in the financial services sector to expand its current capability and to cement its position as a leading provider of independent financial advice and asset management in the Australian wealth management marketplace. The company's strategy is to create, invest in & acquire financial services businesses, generate returns for shareholders from operating & growing its financial services businesses, and as a result there will be less emphasis on investment earnings. | Miscellaneous |
| The Australian Literacy & Numeracy Foundation |
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- Simon Swanson
