LEAST AMOUNT OF RISK
GREATEST AMOUNT OF CERTAINTY


CORE WEALTH enables clients to realise their personal goals and objectives with the least amount of risk and greatest amount of certainty.

As trusted advisers we are committed to guiding our clients on the pathway to a financially secure future.



WHAT WE DO

We work with families to identify their personal goals and objectives in priority order. Choices like upgrading the family home, travelling overseas, sending kids to private schools, buying a caravan, buying a boat or retiring comfortably.

Our unique modelling software allows us to determine the amount of CORE WEALTH a family requires to achieve these objectives.

We then develop and implement a personalised financial plan that creates an initial framework, enabling clients to become financially organised.

The journey then begins for families as we assist them to grow, manage and protect their CORE WEALTH.


WHO WE ARE

scott

Scott

Tanner

Director | Financial Planner

Scott is a founding Director and owner of Core Wealth Financial Planning.
Scott is a Certified Financial Planner (CFP®). He holds a Graduate Diploma of Financial Planning in addition to a Bachelor of Commerce majoring in Economics and Finance. Scott’s background puts him in good stead to interpret macroeconomic market information and use that knowledge in developing appropriate asset allocations for client portfolios.
Scott has been working closely with families in a privileged, trusted capacity for over 10 years to build and implement complex strategic plans that assist clients in realising their personal goals.

andrew

Andrew

Gannon

Director | Financial Planner

Andrew is a founding Director and owner of Core Wealth Financial Planning. Andrew has extensive experience in Financial Planning and Wealth Management and is driven by his philosophy of assisting client families achieve their personal goals and objectives with the least amount of risk and greatest amount of certainty. Andrew is a Certified Practicing Accountant (CPA). He holds a Diploma in Financial Services (Financial Planning) in addition to a Bachelor of Commerce majoring in Accounting and Financial Planning. Andrew specialises in working with families, busy executives, business owners and entrepreneurs to ensure they make appropriate strategic long-term decisions.
peter

Peter

Cary

Relationship Manager

Peter holds an MBA, is a Certified Practicing Accountant and a Certified Financial Planner (CFP®). Peter’s work experience covers advising private clients most recently working at Morgan Stanley. Prior to this Peter worked in corporate treasury, audit and accounting roles, providing him with an in depth knowledge of management, financial systems and domestic and global capital markets. Outside of work, Peter spends time with his family and enjoys playing competitive sport. Peter and his wife Gayle are also involved in various community causes both locally and overseas.

james

James

Green

Technical Specialist

James is a Junior Partner of Core Wealth Financial Planning and is working towards his Certified Financial Planner (CFP®) accreditation under the guidance of Andrew, Scott and Peter. He holds a Master of Financial Planning and specialises in formulating holistic and multifaceted financial advice strategies that encompass all areas of wealth accumulation and protection. James has extensive experience working in the wealth management industry including in boutique firms and most recently, for Morgan Stanley.

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