Video snapshot: Dealer Group Summit

Professional Planner Online asked presenters, panelists and delegates to reflect on another successful Professional Planner Dealer Group Summit and the issues discussed.

Financial Planning Association general manager of policy & government relations Dante De Gori

 

 

Premium Wealth Management general manager Paul Harding Davis

 

 

Perennial Investment Partners head of retail funds management Brian Thomas

 

 

Baker & McKenzie partner Astrid Raetze

 

 

Godfrey Pembroke general manager Tom Reddacliff

 

 

AIA Australia head of product and marketing Tim Tez

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FAAA looks to adviser numbers boost as operating deficit widens

FAAA looks to adviser numbers boost as operating deficit widens

The peak industry association, the Financial Advice Association Australia, reported an operating deficit of $880,000 for FY26, up from $635,000 the year before, but said it is optimistic that announced education changes will lead to a boost in adviser numbers. Its own membership held firm during the year, declining by less than 1 per cent.

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