SUTHERLAND

Matthew Staples

Financial Planner

  • Bachelor of Commerce (Finance and Financial Planning)
  • TASA and the TPB Code of Professional Conduct qualification
  • Margin Lending licence

My path to FuturePoint Wealth 

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.

Why I love what I do

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.

My favourite career moment so far?

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.

My top tip

It’s never too early or too late to start working with a financial planner.

I wish someone had told me that …

Red Bull does not, it turns out, give you wings.

What our clients are saying

Matt is helpful, knowledgeable and never too busy for us. He has helped us with all manner of financial advice and done so professionally and in a very timely manner. I would highly recommend Matt to people.
Nikolaj Unanderra, NSW

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.

Join our Mailing List

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

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

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