About

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 Dependable Financial Advice Pty Ltd Planning Solutions

Rolanda Adams is a Corporate Authorised Representative of Dependable Financial Advice Pty Ltd.

As a Corporate Authorised Representative of Dependable Financial Advice Pty Ltd 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 Dependable Financial Advice Pty Ltd 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
  • Standard Margin Lending Facilities
  • Aged care financial products

Stephen Weinstein
0439 986 736
Certified Financial Planner

Stephen has been a licenced financial planner for over 20 years. He is a CERTIFIED FINANCIAL PLANNER® Designation and a Diploma of Financial Planning, with accreditations in Age Care and Self Manager Super Funds. His focus is providing wealth accumulation and retirement planning advice for individuals, families and executives.

Stephen background in financial planning has extended to AMP, Qudos Bank and boutique financial practices. Over this time, Stephen has built up his knowledge and technical skills to provide comprehensive advice to his clients.

Stephen customises strategies, financial solutions and exercise his experiences advice to suit each individual client’s situation, requirements and circumstances. Stephen carefully structures his clients’ specific financial and personal objectives. Importantly, a lot of time is spent with the client to ensure they properly understand the relative merits of the recommended strategy against potential alternatives to ensure they enjoy a full understanding of how those goals will be met.

Stephen is a father of three wonderful children, of whom he is very proud. Stephen's Authorised Representative number is 249513