We start with an initial meeting to discuss your needs and circumstances, and will go through a Fact Find document. We then generate a statement of advice (SOA) which is a detailed strategic plan based on each client’s particular objectives and risk profile. Once we implement the plan, we closely monitor it, and have regular meetings with you to report back on your investments and strategies.
We establish a clear understanding at the outset as to what our role will be. Some clients want to approve any change we suggest, while others prefer to leave the changes to us.
prefer to leave the
changes to us.
We are a boutique advisory firm 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.
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.
Contact us today for an appointment with one of our Financial Advisors.
WHO WE ARE
Our Advisers, Robert Wood CFP, Daniel Molesworth CFP, Christine Watson are Nadya Friend
are Authorised Representatives
of Fortnum Private Wealth Ltd (ABN 54 139 889 535, AFSL 357 306).
Daniel has worked in the financial services industry for over 20 years, including over 12 years at Iplan Financial Planning, and over 7 years at Commonwealth Financial Planning. He is a highly respected, qualified and experienced planner who is passionate about helping his clients reach their financial and lifestyle goals.
Daniel enjoys making long term partnerships with his clients and endeavours to walk them though every stage of their life journey.
Rob is a Certified Financial Planner, and has been working in financial services for almost 20 years. He previously worked as a financial planner with Commonwealth Bank and Jaques Stanmore Financial Advisors, before joining Foster Raffan in 2011.
Rob is accredited in direct equities, Self-Managed Superannuation Funds, and Managed Discretionary Accounts (MDA). He enjoys helping clients achieve their long term goals, and providing them with tax effective outcomes.
Christine has been working in the financial services industry for almost 6 years and has recently completed the Professional Year program to become a fully qualified Financial Adviser. She has a Graduate Diploma in Financial Planning, and is accredited in Listed Equities, Self-Managed Superannuation Funds and Managed Discretionary Accounts (MDA). Christine is also a Chartered Accountant, and previously had 18 years' experience as part of the Foster Raffan team.
Client Services Manager
Briony assists clients on the administration side throughout the whole advice process. She has worked in the financial planning industry since 2012, and was previously part of the iPlan team. Briony is a passionate team member who always provides a high level of customer service.
Provisional Financial Adviser
Nadya's role is client focused. She assists the adviser's with implementing advice and compliance documentation. She has been working in the financial services industry for several years, and has completed a Bachelor of Business and Graduate Diploma in Financial Planning and FASEA exam. Nadya is currently working through the Professional Year program.
Hugh manages the asset allocations of client portfolios across a spectrum of direct equities, ETF's, LIC's, listed property, fixed interest and managed investments. Hugh was part of the Foster Raffan team, before moving into financial services in 2017. He has completed a Masters in Professional Accounting, and is also a Chartered Accountant.