Adam Ordelman

Sustained Advice Wealth Architects

Silver
22 Yrs Experience
Norwood, SA 5067
Sustained Advice Wealth Architects exist to motivate and inspire our clients to not only meet, but exceed, their personal financial lifestyle goals. Our Vision is to deliver total (financial) peace of mind so our clients are free to focus on what's important to them, family, travel. The practice aims to deliver personalized support in ‘plain english’. As a proud South Australian business, we work closely with our clients to assist them to gaining control of financial affairs to ensure the financial strategies are both goal focused and reflect their personal values and beliefs. For some clients the wish to invest ethically is a significant priority. We believe our role, as your financial confidante, should be to guide and support you, whilst complementing these beliefs. We aim to provide clarity in a very confusing world.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualifications
    • Diploma of Financial Markets
    • Associate Diploma of Accounting
  • Language spoken
    • English

Sustained Advice Wealth Architects

Suite 4, 76-78 Osmond Terrace
Norwood, SA 5067

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Fitzpatricks Private Wealth

AFSL 247429

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"Adam is an adviser that always puts his clients first. He is a great educator and is very transparent about his business. Have recommended friends to Adam and they have also been very happy."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found Adam to be honest, well informed and readily available to answer any questions I have. Although I live in regional SA, distance has never been a barrier to our communication. The relationship between advisor and client must be based on trust and faith in the sincerity and integrity of both parties. I believe I have this relationship with Adam."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Perfectly happy with Adam, not only is he an excellent advisor but willingly assisted in organising pension information and support when organising a nursing home for my wife and fellow investor."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

Qualifications & Training

Diploma of Financial Advice

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2003

Diploma of Financial Markets

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2002

Associate Diploma of Accounting

Level
6 - Advanced Diploma, Associate Degree
Institution
TAFE Higher Education SA
Completed
1999

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

Responsible Investment Association Australasia (RIAA)

Membership type
Member

Tax Practitioners Board (TPB)

Membership type
Member
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