CORE WEALTH ADVISORS - Key Persons
Job Titles:
- Director
- Fellow of the Financial Services Institute of Australasia
Chris McKnight is a Director at Core Wealth Advisors and a highly experienced financial advisor specialising in investment advice, superannuation advice and retirement planning.
As Chair of our Investment Committee, Chris is ultimately accountable for decisions for portfolio investments in Core's Managed Discretionary Account (MDA).
Chris is a Fellow of the Financial Services Institute of Australasia (FINSIA) and a recognised Self-Managed Superannuation Specialist accredited through the SMSF Professionals' Association of Australia (SPAA).
Chris holds a Bachelor of International Finance (currently studying for his Masters of Applied Finance) and an Advance Diploma of Financial Services (Financial Planning).
Job Titles:
- Provisional Financial Advisor
Claudia is a Financial Provisional Advisor and has worked for over 12 years in the financial services industry.
She enjoys partnering with clients to help develop their personal goals as they move through the stages of life and adapting financial strategies.
Claudia has a Masters of Financial Planning, Masters Degree of Professional Accounting and Bachelor of Engineering. She is an Associate Member of the Financial Planning Association of Australia and Member of the SMSF Association of Australia.
Job Titles:
- Financial and Adminstration Manager
Lee McKaskill Financial and Adminstration Manager Finance, Xero, Adminstration Lee has been with Core for more than 13 years providing bookkeeping, accounts, office management and HR support. Lee enjoys being part of the Core team office and participating in many different aspects of the business that help create change and success for clients.
Job Titles:
- Director
- Director / Insurance
Michael Purvis is a Director at Core Wealth Advisors and a highly experienced financial advisor specialising in businesses insurance strategies, personal risk insurance, wealth management and corporate superannuation funds.
For the last seventeen years Michael has provided easy to understand insurance solutions for individuals and corporate entities and assisted small to medium enterprises with the employment superannuation obligations and legislative requirements.
Michael holds an Advanced Diploma Financial Services (Financial Planning), is an Associate of the Financial Services Institute of Australasia (FINSIA) and is a Commissioner for Declarations.
Mirela joined Core Wealth Advisors in 2015. She has quickly achieved the role of Superannuation Client Service Manager, working with the advice team in developing and implementing superior superannuation and investment strategies. With her combined hands on experience and strong personal work ethic, she is passionate and committed to the servicing of our clients.
In addition to her experience and personal qualities, Mirela also holds a Bachelor of Economics and she is continually working on developing her skills and knowledge further.
Shane joined Core in 2020 with 20 years experience in financial services across advice and investment management. He is highly experienced in providing holistic advice covering investment, superannuation, retirement planning and insurance.
Since 2014 Shane has been providing friendly, professional advice to clients. Prior to this he had a successful career in the investment management industry, including roles with Macquarie Bank, HFA Asset Management and Perennial Investment Partners.
Shane graduated with Distinction in Business from QUT in 1999 and holds an advanced diploma of Financial Planning.
Job Titles:
- Chairman
- Chartered Accountant
- Director
- Fellow of the Institute of Chartered Accountants
Thomas Hackett is a Chartered Accountant with a distinguished career in Corporate & Business Advisory, Audit and Valuation services. His experience since 1986 has been attained through roles in London and Australia.
His work in the financial services industry has encompassed IPOs, global acquisitions, valuations of asset portfolios, private equity funding and bank funding. His audit experience has covered listed and unlisted public companies, solicitors' trust accounts and superannuation funds.
In his capacity as Managing Partner in the global accounting firm PKF, he has worked in practice areas including due diligence investigations, mergers & acquisitions, taxation planning & structuring and compiling expert reports on valuations and financial investigations.
His financial markets career began at KPMG (formerly Touche Ross & Co Chartered Accountants) in Audit & Advisory and has included roles in Corporate Finance and at Director level in firms including PKF and Banque Paribas (London).
Mr Hackett is a Fellow of the Institute of Chartered Accountants in Australia.