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Showing 1 - 10 of 37 results for "Marianne Perkovic"

Marianne Perkovic to depart CBA

ALLY SELBY  |  TUESDAY, 23 JUN 2020
The Commonwealth Bank has confirmed Marianne Perkovic will depart Australia's biggest bank, pointing to the recent transition of its private banking division as grounds for the exit. CBA's private banking business recently shifted to sit within ...

ASIC and FPA submit recommendations to RC

HARRISON WORLEY  |  FRIDAY, 11 MAY 2018
... regulator cited evidence provided to the commission by executive general manager of CBA's private banking arm, Marianne Perkovic, who highlighted an offer of an annual review was sufficient for ongoing service fees to be charged to a customer. ASIC said ...

ANZ blames systems for inadequate controls: RC

KARREN VERGARA  |  MONDAY, 23 APR 2018
... been feasible to incentivise advisers. Last week, CBA executive general manager of the private banking division Marianne Perkovic told the Commission that CBA's systems were so "hopeless" that it took more than two years to notify ASIC of its ongoing ...

RECAP: Advice in the Royal Commission spotlight (Day 4 and 5)

KANIKA SOOD  |  FRIDAY, 20 APR 2018
... Financial in three cases identified by the bank in 2015, CBA executive general manager, Commonwealth Private Marianne Perkovic acknowledged. Meanwhile Federal Treasurer Scott Morrison, while door stopping in Sydney said he had great confidence in ASIC's ...

ROYAL COMMISSION: Top stories

JAMIE WILLIAMSON  |  FRIDAY, 20 APR 2018
... to clients it knew had passed away. Providing testimony, CBA executive general manager, Commonwealth Private Marianne Perkovic acknowledged that on at least three separate occasions authorised representatives of Count were identified in 2015 for continuing ...

Dead advice clients slugged ongoing service fees

JAMIE WILLIAMSON  |  THURSDAY, 19 APR 2018
... away. Providing testimony to the Royal Commission today, CBA executive general manager, Commonwealth Private Marianne Perkovic acknowledged that on at least three separate occasions authorised representatives of Count Financial were identified in 2015 ...

RECAP: Advice in the Royal Commission spotlight (Days 1 - 3)

KANIKA SOOD  |  THURSDAY, 19 APR 2018
... an arrangement between clients and advisers. CBA executive general manager of the private banking division, Marianne Perkovic, also began her testimony. Senior Counsel Assisting Michael Hodge pursued a line of questioning that revealed CBA slashed adviser ...

Royal Commission latest: CBA doing more with fewer advisers

KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
... doubled its client base. This is according to CBA executive general manager of the private banking division Marianne Perkovic, who fronted the afternoon session of the financial services Royal Commission on Wednesday. Senior Counsel Assisting Michael ...

Challenger chief becomes FSC deputy chair

ALEX BURKE  |  THURSDAY, 22 MAR 2018
... Morgan, Macquarie and Bankers Trust. The FSC also appointed CBA executive general manager, Commonwealth Private, Marianne Perkovic as a director, replacing CBA wealth management group executive Annabel Spring. Perkovic was previously executive general ...

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
With the retirement income debate reaching an industry fever pitch, Alex Burke investigates a new approach to portfolio construction that aims to manage both sequence and longevity risk simultaneously. If you ask industry consultant John Wiseman, the ...
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