We are a boutique national Australian Financial Services Licensee. We provide advice across Australia to Self Managed Super Funds, Individuals and Businesses.  We provide long term strategies and support to client’s to assist them in achieving their goals.  Within the organisation one can find experts around the country with years of experience within the financial services industry. 

Core Financial Services Pty Ltd
ABN 91 607 163 646   AFSL (480009)


We are an Australian Organisation who provide Financial Services Nationwide and are steadily growing to guarantee best possible services to clients throughout Australia. All our IT services are located in Australia and no data or service is utilised from overseas. We guarantee best possible security of personal information with the latest concepts of cyber security implemented in our application.


We develop appropriate strategies and long term support for clients to achieve their goals by setting and maintaining the highest standards in trusted advice, knowledge and professionalism.

Our values underpin the way we conduct our business.  They define who we are, what we stand for and how we work with each other.


Our adviser team at Core Financial Services can assist you with all of your financial needs.  From Self Managed Superannuation Funds and Portfolio Management, to Life Insurance for Individuals and Businesses.

In the Private Wealth Division, we specialise in helping you reach your financial goals and if you are unsure what these are, we will help you define them.

We present our recommendations in an easy to understand, personalised form and explain all aspects of our advice.


Core Financial Services Pty Ltd has been providing quality financial planning advice to a broad range of clients. First and foremost we believe that it is formulating and implementing the most effective financial planning strategies for each of our clients that is of ultimate importance in achieving ones goals and objectives. For full detail on the services we provide we refer to our practice Client Value Proposition document. However we also acknowledge that at the heart of any strategic financial plan is a robust investment portfolio.

Our Investment Value Proposition has been designed to provide an educative framework to easily explain our investment beliefs, which we have formulated over many years of life experience working in the financial sector, and the way we then implement those beliefs to provide our respective clients with an investment portfolio we credibly believe will be most suitable to achieving ones longer-term wealth creation goals.


Our Private Wealth Division Advisers do not only provide advice, but also support clients in all financial matters. This includes tax matters with Accountants, yearly tax statements for investments, Centrelink queries, Estate matters and insurance claims.

We offer regular ongoing reviews of your situation to ensure that you remain on track to meet your goals and to adjust your planning according to any personal changes such as your health, family situation, any liabilities that may have arisen, changes in risk tolerance,  changes in goals that were originally stated when the plan was prepared.  We also take into account changes which you cannot control such as in legislation.

Our unique, award winning technology provides the best possible protection for all client data. Personal information is protected with additional layers of security. Sensitive information can only be viewed on registered devices with multilevel authentication.

You can download a copy of our Privacy Policy here.


By starting a conversation with us today, you can begin building a financial plan for the future.  You will benefit from the combined experience and dedicated network of financial professionals across Australia. Send us a message and we will get you in touch with the closest specialist adviser.

Head Office Contact Details
Address: 45 Ventnor Avenue, West Perth  WA  6005
Postal Address: PO Box 3050, Joondalup  WA  6027
Email: admin@corefinancialservices.com.au
Phone: 1300 375 357