Dealer Group Summit II – closing soon!

Professional Planner is running the second Dealer Group Summit in December. This event is tailored to the chief executives, managing directors and senior management of dealer groups and licensees. There are only limited places still available.

CLICK HERE to go to the conference website for full details and to register to secure your place.

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Peak Wealth Management’s Andrew Debono talks expansion plans

Peak Wealth Management’s Andrew Debono talks expansion plans

With the two-adviser firm looking to expand and make its first acquisition, Peak Wealth Management founder Andrew Debono tells Professional Planner about his plans for growth, how he became an adviser and the benefits and hurdles of running a self-licensed small firm.

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