Robert Wood
Foster Raffan iPlan
Gold
20 Yrs Experience
North Sydney, NSW 2060
I'm a Certified Financial Planner who provides comprehensive advice to help meet your financial needs.
I started in the industry in the graduate program at Commonwealth Bank in 2002 and went on to become a financial planner with Commonwealth Bank. From there I worked at Jaques Stanmore Financial Advisors which incorporated advice within an accounting business, before joining Foster Raffan in 2011. In 2017 I helped establish Foster Raffan Financial Services.
In 2021, Daniel and I decided to merge their respective businesses – Iplan Financial Planning and Foster Raffan Financial Services. We believe the new structure provides a superior offering of wealth management services.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 1
- First year providing advice 2005
- Years of experience 20
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Foster Raffan iPlan
Level 6, 8 West StNorth Sydney, NSW 2060
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Fortnum Private Wealth Ltd
AFSL 357306
