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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Licensee leaders on trust, capacity and the reform agenda

Licensee leaders on trust, capacity and the reform agenda

Entireti group chief executive Neil Younger and WT Financial Group managing director Keith Cullen discuss the outlook for financial advice policy, the FSC licensing white paper, ASIC’s Report 833 on platform trustee oversight and navigating political advocacy in Canberra.

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