ROLANDA MONICA ADAMS

Financial Adviser ยท Darling Point, NSW

Registered

Registration Number

000263666

Registration Status

Registered

Location

Darling Point, NSW 2027

Providing Advice Since

1979

Registration Date

29/11/2007

Financial Services Licensee

MATRIX PLANNING SOLUTIONS LIMITED

Licence #000238256

๐Ÿ“š Qualifications & Training

2003 - Diploma of Financial Planning - - Central College
2010 - Margin Lending and Geared Investments - - Kaplan Professional
2015 - Specialist SMSF Course - - Cavendish & International Centre for Financial Services
2016 - Aged Care Steps Accreditation - Other - Aged Care Steps

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.