Foster Raffan iPlan
Boutique Advisory providing end to end solutions for clients by creating tailored individual wealth creation, wealth protection & retirement plans. Daniel Molesworth CFP® & Robert Wood CFP® established Foster Raffan Iplan in 2021 after both working together in financial services for 20 years.
They saw an opportunity to combine their experience to be able to offer clients specialised advice tailored to clients needs. This includes SMSF, MDA and traditional Superannuation and Allocated Pension advice along with Wealth Protection where required.
At Foster Raffan Iplan we are committed to working with you. By building strong relationships with our clients we understand their needs and goals and their financial affairs and businesses so that we can provide relevant ongoing service and when required one-off special services.
On 1 July 2021, Foster Raffan Financial Services merged with Iplan Financial Planning to create Foster Raffan iPlan.
Affiliations / Certifications
- Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Foster Raffan iPlan Level 6/8 West St, North Sydney, NSW, 2060, Australia
02 8350 5850