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Showing 11 - 20 of 40 results for "Perkovic"

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
... Marianne Perkovic3 starts by considering the traditional first meeting between a prospective client and a financial planner. Perkovic, who will soon become executive general manager, Commonwealth Private, says that meeting "is nothing like a normal conversation ...

CBA's wealth head moves to new EGM role

ALEX BURKE  |  WEDNESDAY, 6 JUL 2016
CBA has appointed a new executive general manager, Commonwealth Private. Marianne Perkovic was previously executive general manager advice, overseeing CBA's aligned advice businesses. She joined CBA in 2010 as general manager distribution for Colonial ...

Morningstar reappointed as CBA advice research provider

KERRIE SYDEE  |  FRIDAY, 24 JUN 2016
... advisers to help them deliver quality advice to customers. Wealth management executive general manager advice, Marianne Perkovic, said: "The review focused on not only our Licensees and financial advisers' immediate needs but also the future needs in ...

CBA makes senior advice appointment from AMP

ALEX BURKE  |  WEDNESDAY, 9 DEC 2015
... for both retail customers and financial advisers," said CBA executive general manager wealth management advice Marianne Perkovic. "Hugh has demonstrated great success developing market-leading digital advice technology and we look forward to having an ...

Women program to reach all CBA advisers

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... Association (FPA) Professionals Congress in Brisbane, CBA executive general manager of wealth management advice Marianne Perkovic said that "not only can financial advice help to improve financial security, it also increases confidence and financial ...

Advisers to remain at centre of CBA: Narev

MARK SMITH  |  WEDNESDAY, 22 JUL 2015
... out $52 million so far as part of the Open Advice Review Program. "Under Annabel [Spring]'s leadership and Marianne [Perkovic]'s leadership over three years we have spent tens of millions of dollars changing management, changing culture, changing incentives ...

CBA rolls out IRESS systems to all advice groups

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
... Australians have easy access to quality and affordable financial advice," CBA executive general manager of advice Marianne Perkovic said. Perkovic added that the partnership's objective is "to leverage market-leading technology to deliver a simpler and ...

Financial Wisdom and Count also subject to higher standards

LAURA MILLAN  |  THURSDAY, 23 OCT 2014
... starts today and will be completed by December 31, 2017. Executive general manager of wealth management advice Marianne Perkovic said these standards were part of a move towards professionalising the advice industry. "All professions in Australia set ...

The pathway to professionalism

LAURA MILLAN  |  FRIDAY, 17 OCT 2014
... measures aimed at increasing the education requirements for their financial advisers. The bank's head of advice Marianne Perkovic told this publication that the move aimed to "regain some of that confidence and trust that we need in this industry". She ...

CBA to fund adviser education and association membership

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
... supervisors or managers must hold a degree in finance, business, commerce or a related field. CBA head of advice Marianne Perkovic told Financial Standard that the cases of bad advice within the banks advice businesses triggered a transformation in business ...