Business Details
Your Trusted Financial Partner in Queensland
Core Advisor Group is a multi-disciplinary financial services firm with decades of experience navigating ever-changing financial environments. Our team of expert advisors provides personalized investment, tax, insurance, and superannuation services for individuals and businesses across Queensland. We pride ourselves on an integrated approach that combines wealth management, business protection, and retirement planning, supported by a client-centred philosophy that prioritizes your financial security.Our proven track record includes direct trading on overseas stock markets, tailored financial strategies, and comprehensive insurance solutions. With offices in Brisbane and the Sunshine Coast, we deliver reliable, transparent advice designed to grow and protect wealth for a comfortable retirement. Our commitment to excellence is demonstrated through our Australian Financial Services Licence and Registered Life Insurance Broker status.
Services
Investment Advice
Tax Services
Insurance Solutions
Superannuation Planning
Retirement Strategies
Highlights and features
- We offer 30+ years of experience navigating financial markets
- Integrated services across wealth, insurance, and tax advisory
- Client-centred approach with personalized financial strategies
- Direct access to overseas stock market investments
- Proven track record with Queensland-based financial expertise
Associations and certifications
- Australian Financial Licence
- Registered Life Insurance Broker
What people say
Professional financial advice
Personalised plan
Peace of mind
Thorough explanations
Timely service
Services
Investment Advice
Our investment advisors create tailored portfolios using fundamental analysis and market insights. We focus on long-term growth through diversified assets including Australian and international equities. Clients benefit from direct market access and transparent reporting, with strategies designed to match individual risk tolerance and financial goals across different life stages.
Tax Services
We offer comprehensive tax compliance and strategic planning for individuals and businesses. Services include return preparation, trust establishment, and tax minimization strategies. Our experts help clients navigate complex regulations while optimizing financial outcomes through legitimate deductions and structuring opportunities.
Insurance Solutions
Our insurance specialists provide life, trauma, and disability coverage tailored to personal and business needs. We assist with policy selection, claims processing, and risk assessment, ensuring adequate protection against unforeseen events while maintaining affordability and comprehensive coverage.
Superannuation Planning
We specialize in SMSF establishment and management, helping clients optimize retirement savings through strategic investments and compliance management. Our services include fund structuring, pension planning, and regulatory reporting to maximize retirement outcomes.
Retirement Strategies
Our retirement planning combines investment management, tax optimization, and insurance to create sustainable income streams. We develop personalized roadmaps considering lifestyle goals, estate planning, and market conditions to ensure financial security throughout retirement.
People
Tom Hackett
Chairman
With extensive industry experience, Tom provides strategic leadership to Core's advisory team, ensuring alignment with long-term business objectives and client service standards.
Chris McKnight
Director
Chris specializes in investment strategy and portfolio management, leveraging market insights to deliver tailored solutions that align with client financial goals and risk profiles.
Cameron Woods
Director
Cameron oversees tax advisory services and business structuring, providing expert guidance on compliance and strategic financial planning for corporate clients.
Shane Bensted
Senior Advisor
Shane delivers personalized financial planning solutions, focusing on retirement strategies and superannuation management with a client-centred approach that emphasizes clear communication.
Brooke Davies
Client Services Manager
Brooke coordinates client service delivery, ensuring seamless implementation of financial strategies while maintaining direct communication with clients throughout their financial journey.
Questions
What financial services does Core offer?
We provide investment advice, tax planning, insurance solutions, superannuation management, and retirement planning tailored to individual and business needs.
How does Core approach investment management?
Our investment strategy combines thematic analysis with value characteristics, using fundamental research to create diversified portfolios aligned with client risk profiles and financial goals.
Can Core assist with business financial needs?
Yes, we offer business tax advisory, commercial finance solutions, SMSF establishment, and strategic business structuring for Queensland-based companies.
What insurance options are available?
We provide life insurance, TPD, trauma cover, income protection, key person insurance, and debt reduction insurance tailored to personal and business requirements.
How does Core support retirement planning?
Our retirement specialists create personalized strategies considering superannuation, tax implications, and investment growth to ensure financial security during retirement.
