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