Core Private Wealth

Core Private Wealth operates as a corporate authorized representative under the Australian Financial Services License of a larger dealer group. This is a standard structure for boutique advisory firms in Australia, where the licensee takes responsibility for compliance, product due diligence, and adviser supervision under the Corporations Act. The firm itself delivers personal advice to clients while the dealer group holds the license and maintains professional indemnity insurance arrangements.

The firm's client base centers on high-net-worth individuals, professionals, and families, predominantly in Sydney. Typical clients are accumulators building retirement portfolios through direct Australian equities and Self-Managed Superannuation Funds, as well as retirees drawing income from those structures. The firm's geographic concentration reflects its single-office presence and word-of-mouth referral model common among suburban Australian financial planning practices.

No. Core Private Wealth is a financial advisory practice, not a fund manager. It constructs and monitors individually managed portfolios for clients using the approved product list of its dealer group. The firm does not operate pooled vehicles or charge management fees on proprietary strategies. Its entire revenue model is advice-fee based, derived from ongoing service arrangements and initial plan construction.

Self-Managed Superannuation Funds (SMSFs) are a central pillar of the firm's advice framework. Core Private Wealth guides clients on SMSF establishment, investment strategy, and ongoing compliance, including the administration of direct property within super. The ability to hold residential and commercial property inside an SMSF is a distinctive feature of the Australian retirement system and a frequent advice engagement for the firm.

The dealer group provides Core Private Wealth with access to institutional research, approved investment platforms, and wholesale managed fund menus. Client portfolios are therefore constrained to assets and strategies approved by the licensee. This influences the firm's investment universe but also provides retail clients with access to wholesale products that may carry lower fees than direct retail equivalents, a structural benefit of the authorized representative model in Australia.