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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NCA backflip shows advice profession tarnished by Shield and First Guardian

NCA backflip shows advice profession tarnished by Shield and First Guardian

The establishment of the government’s proposed new class of adviser is unlikely to top the policy wish list of many advisers and licensees, but the profession’s omission from the coming regime is telling.

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