Our Advisors

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 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 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.

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).

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.

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.

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 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.

Claudia is Client Services Manager with Core Wealth Advisors and has has worked for 10 years in the financial services industry. She works closely with our investment specialists implementing investment and superannuation advice.

Claudia has a Bachelor in Engineering from UPTC in Colombia, A Masters Degree in Professional Accounting from CQU, and and is currently completing the Master of Financial Planning with Kaplan Professional.

Jo started at Core Wealth Advisors in 2019 as a full-time Client Services Officer. Working closely with Michael and primarily risk clients, her main focus is reviewing clients personal insurance needs.

With previous experience in Superannuation consolidation, at a large Financial Planning firm on the Gold Coast, she has a broad range of knowledge in the Financial Planning sector.