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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Future of self-licensing remains ‘vibrant’ despite calls for ASIC levy changes

Future of self-licensing remains ‘vibrant’ despite calls for ASIC levy changes

More than 570 of 2443 AFSLs have no registered advisers. Entireti Alliances' Andy Marshall says those are the licensees a heavier ASIC levy would flush out, not the “vibrant” boutiques offering professional, client-centric advice.

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