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Showing 21 - 30 of 66 results for "Marianne"

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 ...

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
... financial 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 ...