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I worked for over 10 years with a major bank and after reaching branch manager I took time out to have children and to buy a business with my husband. After selling that I dabbled as a make up artist before coming back to the finance industry in 2016. I chose to work in Financial Planning admin on the recommendation of a friend who told me I’d love working with Tim Hayman. She was right … and six years later I’m now the client services manager at FuturePoint Wealth, Blaxland.
Helping people is at the heart of everything we do. I really love talking to people, hearing their stories, and understanding how we can assist them. I take great pride in our work, in bettering people’s lives, and being there for them when they need us most. I’m proud to work in our industry.
Seeing a client who claimed ‘I have no financial literacy’ turn their future around with a transition to retirement strategy. With solid planning and advice, they now have the security of knowing their future in retirement is planned for and they’ll have enough resources to enjoy it.
Having solid financial strategies allows you to do what makes you happy. Follow your passions and engage in your hobbies. It’s what makes you a well-adjusted human. Tomorrow isn’t guaranteed.
It’s crazy to turn your back on toddlers, even for a second.
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/
