Daniel Molesworth Cfp® Email & Phone Number

Foster Raffan iPlan is a professional advisory firm based in North Sydney and the Sydney CBD that provides holistic advice and specialises in retirement planning, wealth management and estate planning.I jointly established Foster Raffan iPlan, alongside Robert Wood CFP, and together we lead a dynamic team of smart, hardworking and enthusiastic people. Our mission is to remove complexity from our clients’ lives. We make the complex simple.Over the last 20 years, I have had the privilege of helping my clients build, manage and protect their wealth and, ultimately, achieve their lifestyle and financial goals. Many of my clients have been with me since 2003 when I started as an Advisor (merging with Foster Raffan in 2021), after a successful career as a senior financial planner inside a major institution.I established my own business to ensure I could give my clients objective advice tailored to their individual circumstances and needs, access to a broad range of high quality investment solutions, and exceptional service. I am extremely proud that many of my clients’ children, grandchildren and family members are now also clients of Foster Raffan iPlan. I am also proud to have strong, long-standing referral relationships with a number of respected legal and accounting firms.While we have never advertised, Foster Raffan iPlan continues to grow through referrals and word of mouth recommendations, a reflection of the trust and confidence our clients and referral partners have in us. As a team, we are passionate about continuously learning (and unlearning) to stay on top of the latest industry developments including superannuation, tax and Centrelink changes

Listed skills include Superannuation, Income Protection, Financial Planning, Wealth Management, and 23 others.