Future2 scores top Australian adviser

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A woman described as “one of the most outstanding” in Australian financial services has joined the Financial Planning Association’s (FPA) foundation Future2 as a director/trustee.

Marianne Perkovic, the executive general manager of advice at Commonwealth Bank (CBA), has been unanimously endorsed for a three year term at a recent board meeting.

Future2 is a foundation with roots specifically in the financial planning profession that aims to make a positive difference to the lives of those in need.

It is a registered charity and offers grants to grassroots community projects  to support the financially under-privileged and enable the financial planning profession, and others linked to it, to give back to the community from which they draw their livelihoods.

Perkovic is now one of nine directors/trustees, three of whom are nominated by the FPA board.

Future2 chair Steve Helmich was delighted to welcome Perkovic to the team.

“Marianne is one of the most outstanding women in Australian financial services,” he said. “We have no doubt that our board will benefit hugely from her contribution, drawn on a long and distinguished career.”

Perkovic has a career in financial services spanning 20 years. She joined the CBA group in 2010 as general manager of distribution at Colonial First State, and was promoted to executive general manage CBA wealth management in 2012.

Prior to this, Perkovic was with Count Financial Limited for more than 11 years, and was appointed CEO and managing director in 2006, making her the youngest female CEO of an ASX listed company.

She said she feels privileged to be asked to join the Future2 board.

“I am very passionate about the important role that advice and the industry play in helping people achieve their goals and provide them with more life choices.”


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