Meet the people putting you at the core.
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.
Chris is a recognised Self-Managed Superannuation Specialist accredited through the SMSF Professionals’ Association of Australia (SPAA) and holds a Bachelor of International Finance (currently studying for his Masters of Applied Finance) and an Advance Diploma of Financial Services (Financial Planning).
Insurance, Wealth Management, Superannaution
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 fourteen 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) and is a Commissioner for Declarations.
Senior Wealth Advisor
Wealth/SMSF Strategies, Superannuation, Insurance
Jolene has been involved in the Financial Services industry since 1999 and has developed a reputation for working with Medical and High Net Worth clients to assist them to create, map and achieve their financial goals.
Financial success is different for each client and she enjoys working with clients to achieve the outcomes to make them feel financially secure. Jolene has Masters of Commerce (FinPlanning), Bachelor of Arts (Econ & Pol) and is a SMSF SPECIALIST ADVISOR™ – SSA (The Self Managed Super Fund Association of Australia).
In 2018, Core Wealth Advisors welcomed Lindsay Antoniolli to the team. Lindsay has been a financial advisor for over 22 years and has comprehensive investment experience. He maintains a proven record of successfully developing customised financial advice strategies to meet the needs of clients.
Holly Challoner joined Core Advisor Group in 2016, working with the advice team across many aspects of client requirements. She quickly developed a passion for financial advice, particularly with respect to Personal Insurance.
As a highly motivated member of staff, Holly has achieved the role of Associate Advisor with Core Wealth Advisors, specialising in personal risk insurance and superannuation strategies.
Holly holds a Diploma of Financial Planning and has aspiration to continue her study for personal and professional development.
Senior Client Services Manager
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.
Client Services Manager
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.