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 recommending Andrew to friends and associates for advice.

With over 80 years of industry experience, our planners practise under the AFSL of the prestigious Australian Financial Services licence holder, Alliance Wealth Pty Ltd.

Tim Hayman : Authorised Representative No. 000411369 | PBM Financial Services Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 68 161 652 133 | Corporate Authorised Representative No. 000456695
Adam Niewidok : Authorised Representative No. 000351533 | Basil Staniforth Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 84 162 608 442 | Corporate Authorised Representative No. 000438087
Ciarán Davis : Authorised Representative No. 000451868 | Johnson Green Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 16 165 846 560 | Corporate Authorised Representative No. 000451869
Matthew Staples : Authorised Representative No. 001271713 | Johnson Green Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 16 165 846 560 | Corporate Authorised Representative No. 000451869
Andrew O’Riordan : Authorised Representative No. 001286054 | Johnson Green Pty Ltd trading as FuturePoint Wealth Pty Ltd | ABN 16 165 846 560 | Corporate Authorised Representative No. 000451869

This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.

Alliance Wealth Pty Ltd | ABN 93 161 647 007 | AFSL 449221 | www.centrepointalliance.com.au/fsg/