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Core Wealth Financial Planning & Finance jobs and careers

About Core Wealth Financial Planning & Finance

Based in Hillarys, WA, Core Wealth empowers individuals and families to achieve their financial dreams with tailored advice and strategic planning. Our team brings over 60 years of combined experience across financial planning, wealth management, and lending solutions. We specialise in working with business owners, high-income professionals, and those preparing for or navigating retirement. Sophisticated modelling tools combined with extensive experience allows us to map out custom strategies to help clients effectively grow, protect, and enjoy their wealth. We understand that managing wealth is about more than just the numbers; it’s about lifestyle. Find out more at http://corewealthfp.com.au/

Employees
1 to 10

Leadership

The top of Core Wealth Financial Planning & Finance's org chart, with how many people report into each leader.

AG

Andrew Gannon

Financial Planner/Director

4 reports

BSPhoto of Bradley Stewart

Bradley Stewart

Financial Planning Associate

RRPhoto of Rob Rocca

Rob Rocca

Financial Planner at Core Wealth

GHPhoto of Gavin Hannagan

Gavin Hannagan

Senior Financial Planner

ASPhoto of Alison Somodji

Alison Somodji

Client Service Assistant

Jobs at Core Wealth Financial Planning & Finance

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