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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More advisers, not product distribution, key to fixing advice gap

More advisers, not product distribution, key to fixing advice gap

Moves by super funds such as AustralianSuper to establish advice capability risk blurring the line between product distribution and quality professional advice. Fixing the advice gap means ensuring that more, appropriately qualified advisers are available to deliver advice to Australians, regardless of where they seek it. 

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