Andrew O'Riordan

FuturePoint Wealth

Bronze
3 Yrs Experience
Sutherland, NSW 2232

As a financial planner, my role is to help clients achieve their financial goals and secure a stable financial future. With experience in various roles within the industry since 2000, including advice support, professional standards, software solutions, and head of operations, I bring a comprehensive understanding of the financial planning process.

I work closely with clients to understand their specific financial objectives and develop a customized plan to achieve those goals. Through a range of strategies tailored to their circumstances, I provide guidance and support to help them make informed financial decisions.

Whether it's retirement planning, superannuation, investment strategies, wealth protection or other aspects of personal finance, I ensure that each client receives a unique financial plan designed to suit their needs.

If you're looking for a dedicated financial planner who will prioritize your financial well-being and work with you to create a customized plan, I am here to help. Let's work together to secure your financial future.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We work on a flat fee determined by the advice project, fees are transparent and discussed upfront so everyone knows what is payable and when.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.97
  • Number of reviews 9
  • Years of experience 3
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

FuturePoint Wealth

Level 1, 812-814 Old Princes Hwy
Sutherland, NSW 2232

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221