Who We Are


Our Story

Sumeet Wadhwa (AR 323167), Principal and Financial Advisor at 3Point Insurance, started his career in the financial services industry with a small advisory firm in 2008.
His passion and commitment was so evident that within a year, he worked his way up through the management ranks of the firm. From being awarded the Best Financial Adviser of the Year, leading and coaching a team of 15 advisers, being a sub-regional manager for Victoria to hosting company conferences, he’s done it all!
In 2011, Sumeet established his own business, 3Point Financial Services, now called 3Point Insurance and there has been no looking back ever since.
Sumeet is the true embodiment of the values that his company stands for. Acting in the client’s best interest is at the heart of what he does and every piece of advice that he provides.
His prompt response, honesty and the ease with which he is able to simplify the financial jargon and explain it to a layman are only a few reasons why his clients are so satisfied with his services.

Trust
The cornerstone of our business, fostering transparent dealings, authenticity and reliability.
Integrity
Upholding the highest ethical standards and an unwavering moral compass.
Commitment
Relentless dedication to go above and beyond.
Our Team
Sumeet Wadhwa
Director/Adviser
Devika Mehra
Practice Manager
Sarah Rahman
Client Service Manager
Shalu Sinha
Compliance Manager
Venkatesh Pai
Paraplanner
Ridima Sawant
Paraplanner