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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InterPrac delays paying out Shield, First Guardian investors amid AFCA dispute

InterPrac delays paying out Shield, First Guardian investors amid AFCA dispute

InterPrac Financial Planning has stalled on paying AFCA determinations as First Guardian investor advocate Melinda Kee has been dragged into the court action between the licensee and complaints authority. But it comes as InterPrac parent company Sequoia Financial Group faces fresh scrutiny over the failed sale of the licensee and not disclosing the departure of former ASIC commissioner Danielle Press from its governance oversight committee.

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