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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‘Material uncertainty’ over Sequoia as a going concern

‘Material uncertainty’ over Sequoia as a going concern

Sequoia Financial Group, the ASX-listed owner of the InterPrac financial advice licensee, has disclosed a material uncertainty over its ability to continue as a going concern as regulatory and legal actions engulf the licensee. Sequoia earlier flagged its intention to revive the sale of InterPrac as a precursor to trying once again to unwind a controversial deed of cross guarantee.

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