Rosland Whitehead
Rosland Whitehead
Fiducian Financial Services

Rosland Whitehead

Email
Phone
Address
Level 9, 50 Flinders St, Adelaide SA 5000
investment performance

Understand your financial and lifestyle goals

  • About Fiducian Financial Services

    Fiducian Financial Services Pty Ltd is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products and services.

    For an initial complimentary consultation with Rosland Whitehead, please click on “Make An Appointment” above, or contact us directly.

    Our Services

    Rosland is a Representative of Fiducian Financial Services Pty Ltd and is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products:

    • Wealth Creation, including gearing;
    • Personal Superannuation;
    • Employer Superannuation;
    • Self-Managed Superannuation Funds;
    • Life Risk Insurance;
    • Budget and Cashflow Planning;
    • Centrelink Benefits, other government benefits;
    • Aged Care Assistance;
    • Estate Planning;
    • Credit Review and Debt Management;
    • Deposit and Payment Products (for example Term Deposits and Cash Management Accounts);
    • Government Debentures, Stocks or Bonds;
    • Life Products, Investment Life Insurance Products;
    • Managed Investment Schemes, including IDPS and MDA services;
    • Retirement Saving Account Products;
    • Securities;
    • Superannuation, Self-Managed Superannuation Funds;
    • Margin Lending Facility, standard Margin Lending and Credit Advice.
  • About Rosland Whitehead

    Rosland has over 20 years experience in the financial industry. Her career started in South Africa as a legal adviser in the financial industry. With an Advanced Diploma in Financial Planning she has over 10 years experience as a Financial Planner in Australia. She specialises in wealth creation strategies, super consolidation, retirement planning and personal risk protection.

    Rosland values her clients and the importance of upholding the core values of integrity, trust and acting with professionalism.

  • Our regular newsletter Fiducian Focus covers changes in Superannuation, Tax Legislation, the Economy and Financial Markets.


    You can also read our Monthly Economic and Market Commentary from Fiducian Investment Manager, Conrad Burge.

  • Get in touch

    What financial services are interested in?

    Your request have been sent to the Financial Planner.

Start professional assistance with your financial plan

Start professional assistance with your financial plan

Close


Search