Financial Services - Sydney, New South Wales, Australia
Iplan Planning is a self-employed (CFP Pathways) practice.This business model allows for the operation of our independant financial planning practice, whilst also allowing our firm access to the resources and support of a respected dealer group.DANIEL MOLESWORTHDaniel Molesworth established our practice in 2009 after working as a Senior Financial Planner with CFP since 2001. Daniel is a highly respected, qualified and experienced planner who is passionate about helping his clients reach their financial and lifestyle goals.Daniel is supported by two qualified and dedicated financial planners Luke McCoy and Britt Simmons.OBJECTIVEAt Molesworth Financial Planning we understand that every client is different and our office specialises in providing simple and easy to understand financial advice tailored to meet your specific financial planning objectives. Through regular ongoing service and high quality customer service we are determined to understand your changing needs and coach you through all life stages. Being authorised representatives of Commonwealth Financial Planning (Pathways) you have the peace of mind that your investments are in safe hands.Ph: (02) 9264 3556