Our Team

Meet the people putting you at the core.

Chris McKnight

Director

Investments, Superannuation, Retirement

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).

Michael Purvis

Director

Insurance, Wealth Management, Superannuation

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.

Shane Bensted

Senior Advisor

Investments, Superannuation, Retirement Planning

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.

Claudia Angel

Provisional Financial Advisor

Investments, Superannuation, Retirement

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.

Annalise Niven

Provisional Financial Advisor

Superannuation, Investment, Insurance

Annalise is a Financial Provisional Advisor who worked at Westpac for over 20 years in retail, corporate and commercial before focusing on a financial planning career.

There isn't much Annalise doesn't know about superannuation and she enjoys helping her clients plan for financial freedom upon retirement and making it happen.

Annalise has a Diploma in Financial Planning, Graduate Diploma in Financial Planning and currently studying to complete Masters of Financial Planning through Kaplan Professional. She is an Associate Member of the Financial Services Institute of Australasia.

Jessica James-Leighton

Senior Client Services Manager

Insurance, Superannuation

Jess is a senior client services manager who joined our team in 2014. She enjoys assisting clients with all aspects of financial planning, with a particular interest in insurance and risk protection. She is passionate about providing a high level of service and support to our clients.

Jess has a Bachelors in Business Administration from Western Michigan University, as well as a Diploma of Financial Services (Financial Planning) and a Diploma in Insurance Broking (General Insurance.) Outside of work and study, she is passionate about spending time with her family, her dogs, and travelling.

Mirela Pepelar

Client Services Manager

Investments, SMSF

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.

Jake Green

Client Services Manager

Insurance

Jake joined Core in 2020 after more than five years in the financial services industry including a role with Deloitte Private.

As part of Core's insurance pod, Jake supports clients in securing market quotes for new policies, managing the application process and assistance with claims.

Jake has a Certificate IV Business Administration with TAFE NSW.

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.