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Showing 11 - 20 of 58 results for "Marianne"

Former Equip chief joins Cbus

KARREN VERGARA, KRISTI CHENG  |  FRIDAY, 30 AUG 2019
... three years later. Cbus made two other senior appointments in Wade Martin, the fund's first chief risk officer, and Marianne Walker, who is the new group executive of member and employer experience. Martin joined Cbus in March 2013 as a risk manager ...

ASIC and FPA submit recommendations to RC

HARRISON WORLEY  |  FRIDAY, 11 MAY 2018
... extent." The 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. ...

ANZ blames systems for inadequate controls: RC

KARREN VERGARA  |  MONDAY, 23 APR 2018
... have 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
... by Count 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 ...

ROYAL COMMISSION: Top stories

JAMIE WILLIAMSON  |  FRIDAY, 20 APR 2018
... service fees 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 ...

Dead advice clients slugged ongoing service fees

JAMIE WILLIAMSON  |  THURSDAY, 19 APR 2018
... had passed 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 ...

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

KANIKA SOOD  |  THURSDAY, 19 APR 2018
... structures are 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 ...

Royal Commission latest: CBA doing more with fewer advisers

KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
... numbers and 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 ...

Challenger chief becomes FSC deputy chair

ALEX BURKE  |  THURSDAY, 22 MAR 2018
... J.P. 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
... as a market leader in the area. To explain the idea, incumbent CBA executive general manager wealth management advice Marianne Perkovic3 starts by considering the traditional first meeting between a prospective client and a financial planner. Perkovic ...