Daniel Molesworth

Foster Raffan iPlan

Gold
23 Yrs Experience
North Sydney, NSW 2060

Daniel has worked in the financial services industry for over 20 years. He is a highly respected, qualified and experienced financial adviser who is passionate about helping his clients reach their financial and lifestyle goals.

Daniel has a very high level of expertise on the following areas:

  • Pre retirement planning and transitioning to retirement
  • Tax minimizer solutions
  • Wealth Creation
  • Wealth Protection

Daniel enjoys making long term partnerships with his clients and endeavours to walk them though every stage of their life journey.

Daniel has 3 boys who keep him busy in his spare time, he also enjoys keeping fit & the Rabbitohs.

You can find more out about Daniel at www.fosterraffaniplan.com.au

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Socially Responsible
  • Tax Strategies

My fees

I offer a free initial consultation for potential new clients. Get in touch

Daniel offers a free initial consultation with clients. Clients will then be provided a full transparent idea of what costs will be involved. Every client is different and will receive tailored advice suited to them.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.88
  • Number of reviews 4
  • First year providing advice 2002
  • Years of experience 23
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Foster Raffan iPlan

Level 6, 8 West St
North Sydney, NSW 2060

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306