Former JBWere Head of Advice joins board of boutique private wealth firm

Boutique, self-licensed private wealth firm, Core Private Wealth, has confirmed the appointment of Grant McCorquodale to its board, effective August 2017.

McCorquodale was most recently the head of personal and intermediary clients at FIIG Securities, a role that he left in February 2017 after just over two years. Prior to that he was an executive director and head of advice at JBWere. Previously, he held roles with CommSec Adviser Services and Macquarie Private Bank.

Commenting on his appointment at Core Private Wealth, director, Trevor Geffin, said: "We are delighted that Grant has made the decision to enter the boutique financial planning space and partner with our firm. Grant is a very highly regarded business leader in the wealth management sector and has been a successful adviser to many of Australia's most successful business entrepreneurs, private families and not-for-profits, as well as being recognised as an industry leader in cash flow management. We look forward to accessing his leadership, knowledge and experience to assist us in delivering exciting new products and services to our clients."

McCorquodale added: "I chose Core Private Wealth as they offer the blueprint for the adviser model for the future. The experience of running your own business brings smart and significant value to decisions in addition to the high service accountability for clients best interests...I've been delighted at the level of wiliness within the business to adapt, evolve and grow to deliver better business services and values for clients."