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

How the protection of a prudential regulator convinced Mulino to revive DBFO

Qualified support for Mulino reforms as industry sweats on the detail

Licensees barred from new class of adviser under revived DBFO reforms

2026 Retirement Leaders Summit

Gap between retirement leaders and laggards has grown: ASIC

How the protection of a prudential regulator convinced Mulino to revive DBFO

The additional consumer protections provided by a prudential regulator ultimately convinced Minister for Financial Services Daniel Mulino that he could go ahead with a restricted form of the new class of adviser proposals contained in the Delivering Better Financial Outcomes reforms. At the Conexus 2026 Retirement Leaders Summit on Wednesday, Mulino said his thinking had been reshaped by the collapse of the Shield and First Guardian managed investment schemes.

Simon Hoyle

August 20, 2026