Meet Rolanda of Rolanda Adams Financial Services

Your Adviser

For the past 30 years Rolanda Adams has assisted corporate - Qantas, Energy Australia (Ausgrid), Customs, NSW Water Board - and private clients with strategic financial advice, tailored to achieve success in wealth creation and personal financial goals.

With a rare, one-on-one client relationship, Rolanda is available outside of business hours to cater for any unexpected changes in the economic landscape. Regardless of where you are at the time, she can be contacted by phone, fax or email.

The perfect portfolio is the one that caters to your specific needs and gives you ‘Peace of Mind’ in every aspect of your financial plan, whether current or future.

There is nothing more rewarding than a trusting, long-term relationship with your personal adviser, knowing she has the Integrity, and the Initiative to help you look after your Investment and financial well-being.

About Matrix Planning Solutions

Rolanda Adams is a Corporate Authorised Representative of Matrix Planning Solutions Limited.

As a Corporate Authorised Representative of Matrix Planning Solutions Limited, Rolanda Adams Financial Services Pty Ltd offers you a wide range of services to assist you in planning towards achieving your financial goals. We are committed to providing you with the highest level of advice by offering you a complete solution to your needs and have authorised the individuals listed below to provide you with general and personal financial advice.

What types of Financial Products is Matrix authorised to provide advice on?

  • Provide general advice and personal advice
  • Arrange to deal in financial products by applying for; acquiring, varying or disposing of the following financial products:
    • Managed investments including investor directed portfolio services
    • Superannuation
    • Retirement savings accounts (RSA)
    • Debentures, stocks or bonds issued or proposed by governments
    • Basic and other deposit products
    • Securities
    • Life products including investment and risk
    • Standard Margin Lending Facilities
    • Aged care financial products

Jo Whelan

Aged Care Relationship Manager

I have been associated with the Aged Care industry for 24 years. My family and I owned and ran several nursing homes in Adelaide which has given me extensive knowledge and experience working closely with families to exceed the best outcome for your loved ones.

I have completed the Aged Care Steps Accreditation and am in a working association with the knowledgeable and very experienced Rolanda Adams from Rolanda Adams Financial Services (RAFS). One of RAFS specialties is to provide a financial service for aged care. We can help plan and assess all your aged care needs to help make this a simple process.

Rolanda Adams Financial Services Pty Ltd is a Corporate Authorised Representative (No. 320236) of Matrix Planning Solutions Limited (ABN 45 087 470 200). Australian Financial Services & Australian Credit Licensee License No. 238256

Rolanda has been my financial adviser for 20 years. I have always found her to be highly intelligent, knowledgeable and professional in her career. Rolanda is accessible at all times and patiently explains terms that I do not fully understand. I can highly recommend Rolanda and it is a pleasure to do so. I do this with the utmost confidence. Marcia Montgomery (Retiree – home duties and ex-clerk with Water Board)
I retired Oct 2012, and seeking Financial Advice for my retirement funds, I decided to have Rolanda look after my financial affairs, and so happy I did. Since my retirement I am extremely comfortable with Rolanda’s advice, experience and strategies and the returns on my investments. Rolanda is my "Breath of Fresh Air" at this stage of my life and she makes herself available 24/7 should you need to talk with her. Steve Hoad (Ground Engineer, Qantas)
In 1997 I left Energy Australia and decided to join Rolanda Adams Financial Services for the financial support and advice that I would need into the future. That decision has proved a very good one and I am still with Rolanda who has given me advice and friendship over those many years. The advice given has ensured that my investments have been protected and the major losses, of some, during the GFC was not felt by me unduly. Rolanda and her team are very easy to contact at any time and one is always received in a most professional manner. I would be most happy to recommend Rolanda Adams Financial Services to all who need financial services. Graham Fleeton (Manager, Property Insurance Group Energy Australia (Ausgrid))
Rolanda has been my Adviser for the past 18 years. Through her wide industry experience and professional expertise she has ensured the sound development and ongoing management of my investments. Her advice has invariably been sound, timely and entirely tuned to meet my personal needs in retirement. She has a friendly, engaging manner and is always readily available to address any of my concerns. I have no hesitation in recommending her. Neil O'Keeffe (Chief Inspector (retired), Australian Customs Service)

© 2022 Rolanda Adams Financial Services Pty Ltd. All rights reserved. Site by PlannerWeb.