Kevin French, CFA
Managing Director
Kevin is Managing Director at Core Wealth and heads the investment team responsible for Investment Strategies and Research.
Stephen Cole, CFP®
Director - Estate and Financial Planning
Stephen is a founding Director at Core Wealth and is head of advice and research on Estate and Financial planning.
Kirsty Scully, CFP®
Senior Financial Planner
Kirsty provides holistic financial planning and advice encompassing, Investment, Retirement, Estate and Risk planning.
Vaughn Brand, CFP®
Senior Financial Planner
Vaughn provides comprehensive financial planning encompassing Retirement, Investment, Estate and Risk planning.
Dean Barnard, CFA
Portfolio Manager
Dean is responsible for Investment Research and Portfolio Management for both corporate and private clients.
Shirley Botha
Employee Benefit Specialist
Shirley provides corporate clients with complete solutions to most efficiently meet their Healthcare, Investment, Risk and Retirement objectives.
Nicholas Murray, CFP®
Associate Financial Planner
Nicholas constructs detailed financial strategies for his clients covering the full range of Investment, Retirement, Risk and Estate Planning.
Shirley Russell, CFP®
Associate Financial Planner
Shirley offers bespoke financial planning solutions covering Investment, Estate and Retirement Planning.
Michail Savva, CFP®
Associate Financial Planner
Michail creates all-inclusive financial strategies covering Investment, Retirement, Estate and Risk planning.
Kim Matthews
Associate Financial Planner
Kim provides detailed financial planning advice across the spectrum, including Retirement, Healthcare, Estate and Group Benefit planning.