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Showing 31 - 40 of 58 results for "Marianne"

CBA to fund adviser education and association membership

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
... direct 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 ...

CBA unveils tougher adviser standards

LAURA MILLAN  |  MONDAY, 14 JUL 2014
... we need in this industry, I hope others think this is a good idea as well and they follow," the bank's head of advice Marianne Perkovic told Financial Standard in an exclusive interview. CBA will ask its advisers to hold tertiary qualifications: "we ...

CBA exec joins Future2 board

LAURA MILLAN  |  TUESDAY, 22 APR 2014
Commonwealth Bank (CBA) executive general manager of advice has joined the board of the Future2 Foundation. Marianne Perkovic was elected Future2 board director and trustee for a three year term at a recent board meeting. The Future2 board now has nine ...

CBA promoted Nguyen to keep him away from clients

LAURA MILLAN  |  THURSDAY, 10 APR 2014
... remediated and we had very good communication between the customer or their legal representative," CBA head of advice Marianne Perkovic said. "There was a selection of customers where it did take a longer time, because of multiple requests of information ...

Business as usual at Mercer

BEN COLLINS  |  THURSDAY, 17 JAN 2013
... said. In October last year Mercer's head of alternatives Dragna Timotijevic was made redundant, along with consultant Marianne Feeley. These changes coincided with several high-profile resignations.

FINSIA appoints new president

BEN COLLINS  |  FRIDAY, 25 MAY 2012
The Financial Services Institute of Australasia has appointed Marianne Birch as its new president, following the AGM held in Melbourne last night. "She has a long and impressive history within the financial services industry and with Finsia in particular," ...

CFS chief executive Bissaker to depart

MELANIE TIMBRELL  |  TUESDAY, 8 MAY 2012
... important leadership roles report directly to me and be part of the Wealth Management Leadership Team," said Spring. Marianne Perkovic, currently general manager of distribution at CFS and former chief executive officer of Count Financial prior to its ...

Finsia award nominees announced

ELISE BURGESS  |  THURSDAY, 6 OCT 2011
... AO, RBA, ASX, Angela Flannery, Allen & Overy, Belinda Hutchinson AM, QBE, Gail Kelly, Westpac, Helen Lynch AM, Westpac, Marianne Micalizzi, Queensland Investment Corporation, Amanda McCluskey, Colonial First State, Marlene Perkovic, Colonial First State ...

SMSF trustees are looking for mentors

ALISON BEVEGE  |  THURSDAY, 14 JUL 2011
... and you're going to accept it," she said. The growing SMSF sector has loomed large at the conference where yesterday, Marianne Perkovic, general manager at Colonial First State, told delegates that the funds management industry hadn't yet worked out ...

SMSF industry responsibility

ELISE BURGESS  |  WEDNESDAY, 13 JUL 2011
... dilemma that needs attention, according to a speaker at the 17th Annual Rainmaker Sales and Marketing Symposium today. Marianne Perkovic, general manager at Colonial First State spoke to delegates this morning of issues fund managers are trying to address ...

Editor's Choice

QIC splashes $32m on PEP acquisition

KARREN VERGARA  |   12:35PM
Queensland Investment Corporation (QIC) spent $32 million to back Pacific Equity Partners' (PEP) acquisition of ATOM Group, an industrial and safety goods distributor.

Lazard enters local ETF industry with infra offering

JAMIE WILLIAMSON  |   12:35PM
Lazard Asset Management is now offering ETFs in Australia, kicking off with a global listed infrastructure active ETF.

Performance test covers managed accounts, SMAs: APRA

KARREN VERGARA  |   12:30PM
The prudential regulator is reminding trustees that managed accounts and separately managed accounts (SMAs) are high on its radar when administering the performance test.

Most in-demand skills for financial services workers

ELIZA BAVIN  |   12:29PM
Perceptor data has revealed the state of financial services salaries in its most recent review.

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