Malcolm Caire has been appointed as head of advisory services and will oversee the introduction of a family office service for Prescott Securities' clients.
Commenting on his appointment, Mr Caire said: “A rapidly globalising market means that fulfilling the expanding needs and expectations of clients naturally requires extended resources delivered under increasingly complex business conditions.”
“As such, clients are seeking more and more specialised services under one roof in addition to traditional wealth advisory and stock recommendations.
“Now that Prescott Securities is part of the larger Findex group, all our clients and their children will benefit from the option of having more of their financial needs managed and delivered by their trusted advisory firm as we roll out extended service offerings," Mr Caire said.
Mr Caire has held previous positions with Bendigo Bank and Equity Trustees.
