Ciaran Davis

FuturePoint Wealth

Gold
25 Yrs Experience
Sutherland, NSW 2232

I have over 22 years experience helping clients in Australia and the UK understand their finances and get themselves into better positions.

My team & I will help you cut through the jargon, understand what it all means, plan and implement any changes that will help improve your position in life. We have years of experience to help & guide you through the current legislation and economic challenges to get you started on the right road to achieving your goals.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Wills & Estates

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 Gold
  • Rating 4.94
  • Number of reviews 17
  • First year providing advice 1999
  • Years of experience 25
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

FuturePoint Wealth

Level 1, 812-814 Old Princes Hwy
Sutherland, NSW 2232
Enterprise 1 Innovation Campus, Suite 1, Ground Floor,
North Wollongong, NSW 2500

Opening hours

  • 11:00am – 7:00pm Monday, Wednesday
  • 8:00am – 4:00pm Tuesday, Thursday – Friday

Meeting methods

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

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221