SUTHERLAND

Andrew O’Riordan

Financial Planner

Graduate Diploma in Financial Planning
Graduate Certificate in Financial Planning
Advanced Diploma of Financial Planning
Diploma of Financial Services (Financial Planning)
Specialist SMSF Course
Margin Lending Specialist

My path to FuturePoint Wealth

I embarked on my professional journey in the financial planning sector back in 2000. Over the years, I gained extensive experience in various positions such as advice support, professional standards, software solutions, and head of operations. In 2020, I became the Practice Manager for the Sutherland, Cronulla, and Wollongong team. Subsequently, in 2021, I began offering financial advice through FuturePoint Wealth.

Why I love what I do

I’m motivated by helping you understand the financial planning process, which can seem complex and confusing. Clarity and certainty are super important to your peace of mind. It’s my job to provide you with ongoing support to tailor a plan that helps you achieve your short term and long-term goals.

My favourite career moment so far?

Recently working with a couple to give them peace of mind around retirement. It was so rewarding seeing their concerns being replaced by excitement about achieving their best future.

My top tip

Make sure your financial goals are meaningful to you. Those are the ones you stick to.

I wish someone had told me that …

Be grateful for everything you have.

What our clients are saying

Andrew has been extremely professional and pleasant to deal with. Andrew is prompt, reliable, honest and knowledgeable, providing quality advice to us for our retirement planning and superannuation investments. Andrew provided us with good comparisons, showed us savings we could make and has guided us in our best options for our money. We would have no hesitation in recommendina Andrew to triends and associates tor advice. money. We would have no hesitation in recommending Andrew to friends and associates for advice.

Pamela

Fairy Meadow

It was the smartest decision and best investment we have ever madel Faced with some serious health and life challendes we were overwhelmed out of our comfort zone It was the smartest decision and best investment we have ever made! Faced with some serious health and life challenges we were overwhelmed, out of our comfort zone and really had no idea how to move ahead. Ciarán and Andrew are men of great integrity and they are trustworthy, professional, honest, knowledgeable and compassionate. Our association with them has changed our lives. They helped us create a retirement strategy and guided us in the implementation. They have given us the confidence and support we needed to make sound financial decisions and meet our financial and family goals.

Stephen

Peakhurst Heights NSW

“We found Andrew to be extremely easy to deal with. He listened to our needs and gave us several options and scenarios and guided us in making decisions about our future. We would absolutely recommend him to our friends and family.”

Karen

Barden Ridge

I would highly recommend Andrew and his team for his caring, professional and sound insurance and investment advice. Andrew was very clear in presenting and outlining our options and spoke through recommendations made so that all decisions were easy to make. He truly kept our goals and interests at the forefront of our discussions