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Adam Ordelman
Adam Ordelman established Sustained Advice Wealth Architects on 12 December 2012 following 20 year in senior management positions within the financial services industry. I originally purchased the business in 2009 during the middle of the ‘Global Financial Crisis’. At Sustained Advice, we aim to deliver our client total peace of mind around their financial wellbeing. As a proud South Australian business, we closely work with our clients to gain control of financial affairs to ensure the financial strategies are goal focused and reflect our clients’ personal values and beliefs. For some clients the wish to invest ethically is a significant priority. We believe our role, as your financial confidant, should be to guide you, whilst complementing these beliefs. We aim to provide clarity in a very confusing world. Sustained Advice also specialises in the design and management of cost-effective investment portfolios that prioritise positive screening (vs negative exclusion) of future sustainable environmental and social leaders. Our key focus is the emphasis on highly personalised, ongoing service. All clients have a unique portfolios 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 operate as a ‘fee for service’ business, meaning our services are based on fixed dollar amounts in line with the tailored service you expect to receive (and we agree to deliver). This provides our clients with greater fee control, accountability and better relationship transparency. Contact: Adam Ordelman Business Name: Sustained Advice Email: adam@sustainedadvice.com.au Phone: 08 8312 0000 Website: www.sustainedadvice.com.au Address: Level 1, 309 Angas Street, Adelaide SA 5000 |
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© Ethical Advisers' Co-operative Limited 2023
The Ethical Advisers' Co-op acknowledge the Traditional Custodians of the lands on which we work and live, the Aboriginal and Torres Straight Islander people of Australia, and pay our respect to the Elders past, present and emerging. We recognise and respect their cultural heritage, beliefs and relationship with the land and waters, and recognise their role in caring for and maintaining the land over thousands of years. We also extend that respect to other First Nations. We see reconciliation as a fundamental responsibility for The Ethical Advisers' Co-op and we are committed to advancing reconciliation with Australia’s First Peoples and engaging with their concerns.
We acknowledge and pay our respects to Māori as the tangata whenua the indigenous people of Aoteroa (New Zealand) and their ancestors who have cared for the whenua (land), its forests, rivers, and mountains for generations. We recognise their continuing connection and contribution to the whenua, and as Treaty of Waitangi partners and we are committed to building respectful relationships with Māori communities and to working towards a more just and equitable society.
As ethical financial advisors, we commit to building respectful relationships with Indigenous communities, working towards economic empowerment and self-determination, and supporting the financial well-being of all Australians and New Zealanders. We recognise that ethical financial advice creates positive change and contributes to a sustainable future, and we are committed to using our skills and expertise to make a difference.
The contents of this website are intended as general advice only. The information provided by the Ethical Advisers Co-operative do not account for any individual’s personal objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. The Ethical Advisers Co-operative recommends all users obtain their own independent professional advice from an appropriately qualified financial adviser before making any decision relating to their particular requirements or circumstances. Investing in, or switching between investments or superannuation funds may have unintended financial consequences.
The survey results, and all information contained in this website including all documents, consider only the ethics of each fund and do not include any analysis of fees, performance or financial suitability. The ethical score is subjective and benchmarked against each adviser’s average ethical client. Your ethics may differ. We recommend you speak to an experienced ethical financial adviser for personalised advice before making any decisions. The information provided by the Ethical Advisers Co-operative does not constitute financial advice. The information is general in nature and is presented in order to inform people motivated by ethical, environmental or social concerns.
Privacy Policy
The Ethical Advisers' Co-op acknowledge the Traditional Custodians of the lands on which we work and live, the Aboriginal and Torres Straight Islander people of Australia, and pay our respect to the Elders past, present and emerging. We recognise and respect their cultural heritage, beliefs and relationship with the land and waters, and recognise their role in caring for and maintaining the land over thousands of years. We also extend that respect to other First Nations. We see reconciliation as a fundamental responsibility for The Ethical Advisers' Co-op and we are committed to advancing reconciliation with Australia’s First Peoples and engaging with their concerns.
We acknowledge and pay our respects to Māori as the tangata whenua the indigenous people of Aoteroa (New Zealand) and their ancestors who have cared for the whenua (land), its forests, rivers, and mountains for generations. We recognise their continuing connection and contribution to the whenua, and as Treaty of Waitangi partners and we are committed to building respectful relationships with Māori communities and to working towards a more just and equitable society.
As ethical financial advisors, we commit to building respectful relationships with Indigenous communities, working towards economic empowerment and self-determination, and supporting the financial well-being of all Australians and New Zealanders. We recognise that ethical financial advice creates positive change and contributes to a sustainable future, and we are committed to using our skills and expertise to make a difference.
The contents of this website are intended as general advice only. The information provided by the Ethical Advisers Co-operative do not account for any individual’s personal objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. The Ethical Advisers Co-operative recommends all users obtain their own independent professional advice from an appropriately qualified financial adviser before making any decision relating to their particular requirements or circumstances. Investing in, or switching between investments or superannuation funds may have unintended financial consequences.
The survey results, and all information contained in this website including all documents, consider only the ethics of each fund and do not include any analysis of fees, performance or financial suitability. The ethical score is subjective and benchmarked against each adviser’s average ethical client. Your ethics may differ. We recommend you speak to an experienced ethical financial adviser for personalised advice before making any decisions. The information provided by the Ethical Advisers Co-operative does not constitute financial advice. The information is general in nature and is presented in order to inform people motivated by ethical, environmental or social concerns.
Privacy Policy