Fortnum practice merges with boutique

Fortnum practice merges with boutique

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Self-licensed Sydney firm Core Private Wealth has gained a new risk specialist adviser and client base formerly with Fortnum Financial Group.

Craig Boss, director of former Fortnum corporate authorised representative Boss Wealthguard, has joined the growing boutique to head up all life risk clients.

Core Private Wealth director Trevor Geffin told ifa that Mr Boss’s clients have been transferred over from Fortnum and that the new recruit will be an authorised representative of the AFSL and focus on client servicing.

“Our partnership with Craig Boss continues our business strategy of providing access to specialist professionals and services for our clients,” Mr Geffin said.

“Craig has high alignment with our client-centric values and with our vision of creating a specialist advice firm with a diverse range of services. We are again delighted to attract such a high-quality individual to our business from the dealer-aligned space and look forward to expanding the firm’s insurance capabilities as a result of this partnership.”

Mr Boss said his new licensee and merger partner was chosen as they have a “shared philosophy” on financial advice and client service.

The move follows the recruitment of former NAB and CBA executive Grant McCorquodale in August.

Fortnum practice merges with boutique
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