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Daniel Molesworth

Financial Adviser

Foster Raffan iPlan Pty Ltd
North Sydney, NSW 2060

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About

Daniel Molesworth is an ASIC-registered financial adviser based in North Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Daniel's extensive qualifications include a Diploma in Law, a Diploma of Financial Planning from Deakin University, a Bachelor of Finance from the University of Newcastle, CFP 1-4 & CFPC certification from the FPA, and ALPA certification from Kaplan. As a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association (FPA), Daniel upholds the highest standards of professionalism and ethical conduct. He is authorized to provide advice on a wide range of financial products, ensuring clients receive well-rounded strategies tailored to their unique circumstances. Daniel’s expertise covers: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you are planning for retirement, seeking to grow your wealth, or require guidance on insurance and superannuation, Daniel Molesworth is committed to providing you with expert advice and support. Contact Daniel today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Wealth accumulation Superannuation strategies Risk management Investment planning Insurance advice

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000519190

Verify on ASIC Register

Authorised Representative Number

000338021

Verify on MoneySmart Register

Frequently Asked Questions

What financial planning services does Daniel Molesworth offer?

Daniel Molesworth provides a comprehensive range of financial planning services, including superannuation advice, insurance, wealth management, and retirement planning. He can also advise on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.

What qualifications does Daniel Molesworth have?

Daniel Molesworth holds a Diploma in Law, a Diploma of Financial Planning from Deakin University, a Bachelor of Finance from the University of Newcastle, CFP 1-4 & CFPC certification from the FPA, and ALPA certification from Kaplan. He is also a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association (FPA).

How can Daniel Molesworth help me with my retirement planning?

Daniel can assist you with all aspects of retirement planning, including calculating your retirement needs, developing strategies to grow your superannuation, and creating a sustainable retirement income plan. He can also provide advice on retirement savings accounts.

What is the first step in working with Daniel Molesworth?

The first step is to schedule a consultation where you can discuss your financial goals and current situation. Daniel will then assess your needs and develop a tailored financial plan to help you achieve your objectives.

How does Daniel Molesworth stay up-to-date with the latest financial regulations and strategies?

As a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association (FPA), Daniel is committed to ongoing professional development. He regularly attends industry events, completes continuing education courses, and stays informed about changes in legislation and best practices.

Get in Touch

Contact Daniel directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.