ADAM ORDELMAN

Adam Ordelman Certified

About

At Sustained Advice we don’t tell our clients what to do? We work with them to gain control of their investments to ensure their investment strategies reflect their personal values and beliefs. For some clients the need to invest ethically is a significant priority. We believe our role, as your financial consultant, should be to guide you, whilst complementing these beliefs.

 

Sustained Advice specialises in the design and management of cost-effective direct share portfolios. We have a significant emphasis on personal service. All clients have a unique portfolio created specifically to reflect their own beliefs and circumstances. Some client prefer an ethical bias to their portfolio whilst others prefer a focus on quality blue-chip ASX listed companies.

 

We are a fee for service business offering fixed dollar fee packages, based around the ongoing service you expect to receive from us, which provides our clients with greater control and fee transparency.

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Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:

2010

Qualifications:
Diploma of Financial Planning (Affiliate)

Financial Adviser Since:

2001

Providing Responsible Investment Advice Since:

2009

  • Superannuation and Retirement Planning
  • Investments/Managed Funds
  • Direct Shares

Investment Platforms:

  • Colonial Firstchoice
  • Macquarie Consolidator Wrap
  • IOOF Pursuit
  • Emerald Wrap

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

Contact Information

Contact: Adam Ordelman

Email: aordelman@pinnaclewm.com.au

Phone:  08 8312 0000

Website: www.sustainedadvice.com.au

Address: Level 1, 309 Angas Street, Adelaide  SA  5000