SUTHERLAND

Ciarán Davis

Financial Planner

Charted Financial Planner (UK)
Advanced Diploma in Financial Planning Australia
SMSF licence
Margin Lending Licence

My path to FuturePoint Wealth

I moved to Australia in 2013 and joined MCFP / FinChoice with two crazy mortgage broking franchise owners in the Sutherland Shire. As business partners we had lots of great times building and nurturing the financial planning business. When MCFP / FinChoice was bought out by REA,com in 2021 we had the unexpected opportunity to step away from the world of franchises to create FuturePoint Wealth. I’m excited about the future ahead.

Why I love what I do

I love educating and helping you to get on in life. You can control the future for you and your family if you understand your home loans, investment loans, how tax works, how to build retirement provisions, and how to grow wealth and protecting your assets. I’m passionate about empowering you to do that.

My favourite career moment so far?

Winning the Mortgage Choice / FinChoice Financial Planning franchise of the year in 2017. And I promise the fact that it happened in Hawaii has nothing to do with it.

My top tip

Pay yourself first by saving before you spend.

I wish someone had told me that …

When you’re told to ‘bring a plate’ in Australia there should be something on it.

What our clients are saying

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

“Ciaran and the team have been excellent to deal with, extremely professional and knowledgeable in the work they do, always available to answer any questions, guiding individuals in the right direction and 100% care factor of their clients.”

Robert

Sydney

Ciaran is a wealth of knowledge and guidance with managing my super fund. He always has my best interest at heart with the direction, projection and best return on my portfolio. He explains all matters and answers any questions in a relatable manner that I can understand.

Can’t recommend him highly enough, he’s the best.