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Showing 31 - 40 of 66 results for "Marianne"

CBA makes senior advice appointment from AMP

ALEX BURKE  |  WEDNESDAY, 9 DEC 2015
... programs 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 ...

Women program to reach all CBA advisers

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... Planning 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
... business, paying 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 ...

CBA, NAB execs join Finsia board

STAFF WRITER  |  WEDNESDAY, 3 JUN 2015
... Weekes will become vice president. The changes will see former president, Macquarie Capital Advisers executive director Marianne Birch, leave her role at the board. Finsia also decided to reduce the number of board directors to a minimum of 7 and a maximum ...

CBA rolls out IRESS systems to all advice groups

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
... all 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 ...

Standard Life appoints infrastructure debt director, analyst

ALEX BURKE  |  THURSDAY, 19 FEB 2015
... Debt team with two senior appointments. Alex Campbell has been appointed investment director for infrastructure debt and Marianne Froude has become investment analyst for the infrastructure team. Both will be based at St Mary Axe, London, and both will ...

Financial Wisdom and Count also subject to higher standards

LAURA MILLAN  |  THURSDAY, 23 OCT 2014
... standards 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 ...

The pathway to professionalism

LAURA MILLAN  |  FRIDAY, 17 OCT 2014
... set of 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". ...

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 ...