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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Brighter Super adds indexed options in further support for  advisers

Brighter Super adds indexed options in further support for advisers

The addition of two new indexed investment options by the $38 billion profit-to-member super fund Brighter Super follow its Adviser-Ready certification and Epic Retirement Tick and continue a deliberate decision to work with external financial advisers rather than compete with them.

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