Rowan Keast ADFS (FP), LPAC
Executive Director
Rowan has been involved in the financial services industry since 1997 and is the founding Director and licensee of Core Advisor Group.
Through honesty and unparalleled dedication, Rowan has built Core Advisor Group to be the professional boutique financial services business it is today.
Working with management teams, executives and professionals from an extensive range of industries on sophisticated Business Succession, Private Equity Placements, Estate Planning and Superannuation structures is Rowan’s core focus.
Rowan’s leadership of the Core Advisor Group team promotes the importance, for all advisors and staff, of building genuine relationships with clients based on trust, communication and reliability. This along with a high level of industry experience and dedication to cutting edge research and systems is what Core Advisor Group stand for in providing financial services in Australia.
Chris McKnight SSA, B Int Fin, ADFS(FP), LPAC
Executive Director
Chris joined Core Advisor Group in 2002.
His core focus is providing clients with specialist advice in the areas of investment, superannuation and retirement planning, with an emphasis on Self Managed Superannuation Fund technical advice and investment strategies.
Chris has recently been appointed Executive Director of Core Advisor Group and is a recognised Self Managed Superannuation Specialist accredited through the SMSF Professionals' Association of Australia Ltd (SPAA). Additionally, Chris also holds a Bachelor of International Finance and an Advanced Diploma Financial Services (Financial Planning).
Michael Purvis ADFS (FP)
Senior Financial Advisor
Michael has been in the financial services industry since 2002. He joined Core Advisor Group as a Senior Financial Advisor specialising in tailored Business Insurance strategies, Personal Risk Insurance, Wealth Management and Corporate Superannuation Funds.
Michael has a strong background in personal risk insurance and has completed his Advanced Diploma Financial Services (Financial Planning) – ADFS (FP).
Michael’s core focus within our business is to provide easy to understand solutions for individuals and corporate entities in the areas of Business Succession; including business owner, key-person and wealth protection insurance; and also assisting our small to medium enterprise clients with their employee superannuation obligations and legislative requirements.
Bevan Keast DFS (FP)
Senior Financial Advisor
Since 1973 Bevan has been a professional advisor in financial services.
A focus on outstanding service to his clients has been the cornerstone of his business.
Bevan brings to Core Advisor Group a wealth of knowledge and experience. He specialises in Business and Personal Insurance strategies along with pre and post retirement strategies and advice.
Bevan has achieved an extensive list of Industry Awards and is a well respected stalwart in Financial Services.
Jim Creagh BA LLB, Dip FP.
Consultant
Jim began his career in Law and with over 32 years of experience in the legal industry, has just recently retired from full time practice as the founder and former senior partner of Creagh Weightman Lawyers.
During his career, Jim has had extensive experience in corporate and commercial law, and in managing professional service practices, including the role of Managing Partner of a major national legal firm.
In recent years, Jim developed an active interest in the financial services industry and completed his Diploma of Financial Planning. Consequently, Jim helped establish Advent Financial Services and now acts as a consultant to Core.