# Core Private Wealth

Core Private Wealth is a Bank / Wealth / Trust based in Sydney, Australia.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Sydney, Australia
- **Region:** Oceania
- **Address:** Sydney, Australia
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** corepw.com.au
- **LinkedIn:** https://www.linkedin.com/company/core-private-wealth

## Regulatory record

- **Reports private funds:** No

## About

Core Private Wealth is a Sydney-based wealth manager serving clients in Australasia.

## Questions

### How is Core Private Wealth regulated in Australia?

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.

### What types of clients does Core Private Wealth typically serve?

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.

### Does Core Private Wealth manage its own investment funds?

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.

### What role do Self-Managed Superannuation Funds play in Core Private Wealth's advice model?

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.

## Related profiles

- [CORE Advisory Group](https://altss.com/profile/core-advisory-group)
- [Core Wealth Advisors](https://altss.com/profile/core-wealth-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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