Sectors / Experience
- Retailers
- Education Institutions
- Electrical Engineers
- Franchisor – Fast Food
- Health – Doctors, Optometrists, Pharmacists
- Industry Associations
- Investors
- Manufacturers – Chemicals, Chocolates, Chrome Plating, Diving Equipment, Electrical Goods, Food Products, Lighting Control Systems, Washroom Accessories, Weighing systems
- Metal Recovery
- Printers
- Property Developers
- Publishers
- Wholesalers/Distributors – Boats, Electrical Hardware
- Business Services / Consultants – Architecture, Construction, Executive Search, Financial, Freight Forwarding, Logistics, Management, Migration, Occupational Health & Safety, Real Estate, Security, Software, Stock Brokering, Temporary Employment
Services / Specialisms
- Wealth Protection
- Allocated Pension Advice
- Individual Wealth Creation
- Wealth Protection
- Retirement Plans
- Business Services / Consultants
Foster Raffan iPlan
About
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
Contact
Foster Raffan iPlan Level 6/8 West St, North Sydney, NSW, 2060, Australia
02 8350 5850
