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 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.

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/