McCorquodale & Co
WORKING TOGETHER
Welcome to the McCorquodale & Co website. Here you will find information about the firms Financial Advice & Wealth Management service. The firm is focused on providing clients with a bespoke service offering, tailored to your individual personal & financial position. The firms' licence and the qualifications of its Principal & Authorised Representative, Alistair McCorquodale ensures that each client receives the independent advice & financial products to meet their requirements. As a privately owned independent, family firm with its own Australian Financial Services Licence we are able to access the full suite of financial products to ensure there is no compromise in the implementation of our financial advice.
The Firm
McCorquodale & Co is a unique firm in the Australian Financial Services marketplace. The Firm holds both an Australian Financial Services Licence and a Certificate of Public Practice with the Institute of Chartered Accountants in Australia & New Zealand. All services are independent and are provided in accordance with Standard APES 230 Financial Services. All advisory & wealth management services are provided on a 'Fee for Service' basis, with brokerage charged for the purchase & sale of securities.
The Firm, under its Australian Financial Services Licence 486044 is licenced to provide financial product advice & deal in the following investments:
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Deposit products
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Debentures, stocks or bonds issued by a government
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Securities
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Managed investments
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Superannuation
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Life Insurance
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Margin Lending
Personalised independent financial advice
BESPOKE ADVICE
This is an independent 'fee for service' offering for clients that at any stage of their life are looking for an over arching review of their financial position, to ensure that they are meeting their relevant goals and objectives. This may include retirement, a savings goal or ensuring the financial protection of a growing family.
Preserving & growing your wealth
WEALTH MANAGEMENT
This is a 'fee for service' offering for clients to preserve & grow their wealth. This service partners with clients to provide oversight & advice on your financial assets.
Australian & select International Securities
DIRECT SHARE PORTFOLIOS & ADVICE
Principal, Alistair McCorquodale has over 20 years experience working in various capacities in the capital markets. This ranges from participation in the financial audit of publicly listed Australian & UK companies, management reporting to the Board of an Australian listed company; to working as an adviser for a financial services firm that is an ASX Participant.
Alistair McCorquodale
Principal
B.Com (Hons)(Syd), Dip. FS (FP), CA.
Authorised Representative: 000416233
A Chartered Accountant & CA Financial Planning Specialist with the Institute of Chartered Accountants in Australian & New Zealand, Alistair has gained extensive and varied experience in the accounting profession working for PricewaterhouseCoopers (Sydney & London); in industry with Royal Dutch Shell plc (London) and CSR Limited (Sydney) & in financial services as an Authorised Representative with a national stockbroking firm in Brisbane. His qualifications & experience give him a unique insight into identifying successful businesses listed in capital markets. Using this experience he has focused on providing clients advice & support on all aspects of their financial requirements.
Investment Style
Alistair's investment style is that given a client's goals & objectives is to then match high quality, cost effective investments. The focus then being on the continued monitoring of the investment performance & strategy to ensure that a client's goals and objectives continue to be met.
Industry Education & Experience
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B.Com (Hons), University of Sydney, (2000).
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Dip. FS (FP), Kaplan, Brisbane (2011).
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CA, Institute of Chartered Accountants in Australia and New Zealand, (2003).
Professional Associations
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Institute of Chartered Accountants in Australia and New Zealand
ASIC approved competencies
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Debentures, stocks or bonds issued by a government
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Securities
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Managed Investments
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Superannuation
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Life Insurance
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Margin Lending
Alistair is a Director and sole shareholder of McCorquodale & Co Pty Ltd which operates the business of McCorquodale & Co. He is remunerated by way of salary and dividends.
Liability limited by a scheme approved under Professional Standards Legislation
Contact - Alistair McCorquodale
Please contact me to obtain a Financial Services Guide outlining my services
Privacy Policy - Download
McCorquodale & Co Complaints Policy
If you have any complaints about the services we have provided to you, you should take the following steps:
Contact us by the following means:
Post: PO Box 11395, Centenary Heights, 4350
Email: admin@mccorquodaleco.com
Phone: 0434 420 487
We will acknowledge your complaint within 24 hours of receipt if practicable to and we will try and resolve your complaint quickly & fairly.
If you need additional assistance to lodge a complaint, please use any of the above methods to contact us and we can engage
accessibility services such as interpreters if required or we can assist you.
If the compliant can't be resolved to your satisfaction within 30 days, you have the right to refer the matter to the Australian Financial
Compliance Authority ('AFCA"). McCorquodale & Co Pty Ltd is a member of AFCA. AFCA can be contacted on:
Post: GPO Box 3, Melbourne, Victoria, 3001
Email: info@afac.org.au
Phone: 1800 931 678
Where we need more time (for example due to complexity or difficulties investigating your complaint), we will write to you to let you know that we need more time, the reasons why and that you have the right to refer the matter to the AFCA if you are dissatisfied.