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.
james

James

Green

Financial Planner

James is a Partner of Core Wealth Financial Planning and is a Certified Financial Planner (CFP®). He holds a Master of Financial Planning and specialises in formulating holistic 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.
Rob

Robert

Rocca

Financial Planner


Rob has over 30 years’ experience in financial services, predominantly working across technical specialist roles focused on risk analysis. Rob is passionate about strategic planning and translating how legislative changes can improve the financial position of his clients. In 2010 he transitioned from business and risk analysis to personal wealth management services in order to help clients directly. Rob holds a Post Graduate Diploma in Financial Planning and a Post Graduate Certificate in Finance. Rob works with clients to realise their life goals and put in place strategies to achieve their dreams, grow their wealth, protect their assets, and look after their family. His experience, honest approach and technical expertise are highly valued, and he is sought after to assist with wealth management, accumulation and protection strategies, as well as retirement planning and superannuation advice.

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