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I walked into the MCFP / FinChoice franchise in Sutherland in 2017 to gain a bit of work experience as an admin assistant just before my final uni exams.
I never left.
It was awesome to qualify as financial planner in 2018 and I’m excited to be part of the FuturePoint Wealth team.
I’m passionate about meeting you and setting you on the path to financial success. I love taking time to understand you, what motivates you in your life, in your relationship with money and the goals you want to set.
Recently working with a couple to patiently build their wealth enough to buy their first home. They were so excited and proud. So was I.
It’s never too early or too late to start working with a financial planner.
Red Bull does not, it turns out, give you wings.
“I was very anxious and apprehensive about dealing with a financial adviser for the first time. Matthew was extremely supportive and understanding, nothing was too much trouble for him to look into or explain. I can’t recommend him highly enough!”
“Matthew shows extensive knowledge as my financial adviser. He is always well prepared at meetings and offers me an extensive range of products and offers to suit my needs. He is extremely thorough in his presentation and I always leave with peace of mind knowing that he is managing my finances well.”
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/