Video snapshot: Dealer Group Summit

8 December 2011 16:22

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

Dealer Group Summit, issues, product, retail

Anti-hawking adviser exemptions on chopping block

The retirement challenge – solving for the present, pitching for the future

Advice quality improving, but ‘exceptional’ advice remains elusive

High-risk AFSLs should pay the highest price, not advisers

Anti-hawking adviser exemptions on chopping block

Minister for Financial Services Daniel Mulino will unveil the government’s response to the Shield and First Guardian collapse and “harmful lead generation” in the super system in a milestone address to the National Press Club on Wednesday. Among a raft of new regulatory measures, the government is expected to limit exemptions available to financial advisers under the anti-hawking laws brought in after the Hayne royal commission.

Aleks Vickovich

August 19, 2026