Former Macquarie, JBWere exec joins boutique

— 1 minute read

Grant McCorquodale, a former senior executive with several institutions, has joined the board of Sydney financial advice boutique Core Private Wealth.

Grant McCorquodale

Most recently head of personal and intermediary clients at FIIG Securities, Mr McCorquodale is well-known in the financial services industry and has held senior roles including executive director and head of advice at NAB’s JBWere subsidiary, head of cash services for CommSec Adviser Services and head of private bank and head of adviser sales at Macquarie.

He will join the Bondi-based firm as a non-executive director to advise on growth strategy, Core Private Wealth’s Trevor Geffin told InvestorDaily.


“We are delighted that Grant has made the decision to enter the boutique financial planning space and partner with our firm,” Mr Geffin said.

“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.”

The new board director described Core Private Wealth as a “blueprint for the adviser model of the future” and said he was looking forward to the opportunity.

“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,” Mr McCorquodale said in a statement.

“I’ve been delighted at the level of willingness within the business to adapt, evolve and grow to deliver better business services and values for clients.”


Former Macquarie, JBWere exec joins boutique
Grant McCorquodale
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