Industry veteran joins Bondi boutique’s board

A senior distribution and advice executive formerly with Macquarie, CBA and NAB has signed on as a non-executive director of self-licensed firm Core Private Wealth in Sydney’s eastern suburbs.

Grant McCorquodale will join the board of Core Private Wealth, advising on the Bondi-based firm’s growth strategy, director Trevor Geffin told ifa.

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.

Mr Geffin said the appointment is a boon not only for Core Private Wealth but for the self-licensed, non-aligned sector.


“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,” he said in a statement to ifa.

“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.”

Mr McCorquodale is also prominent in the Sydney community as a president of the board and head of the investment committee at the Emanuel School in Randwick and a board member of the NSW Jewish Board of Governors.

Industry veteran joins Bondi boutique’s board
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