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John Potkonjak
John is passionate about helping clients get financially well-organised so they can maximise the most meaningful financial outcomes in their lives. He provides customer centric financial advice to individuals and families and specialises in advising senior executives, medical specialists, professionals, business people and retirees. John brings a fresh approach to financial advice which is highly-personalised and… -
Sidney Lim
Understanding that every client is unique, and that wealth means more than just having money, Sidney’s driving force is to help his clients achieve their financial and life goals. Managing financial matters can be extremely complex, both in time and cost, and while some are adept at managing their own financial affairs, Sidney’s clients realise… -
Leonard Gennusa
Leonard is passionate about building long-term relationships with his clients by providing them with a personal and structured service. He approaches a financial plan as a lifelong strategy and takes pride in the ongoing care his clients receive. Working with his clients through the entire process of achieving their financial goals Leonard is committed to… -
George Sabini
George specialises in providing personalised financial planning advice on a holistic basis to ensure two important objectives are met for his clients, capital preservation and family wealth is maintained within the family. As an experienced private wealth advisor, he focuses his expertise on advising and servicing CEO’s, CFO’s, business owners and affluent family groups. With… -
Denis O’Callaghan
As a Personal CEO to successful business people and professionals, what I have found is that many feel like they don’t need professional support, and that they can manage all their affairs on their own. Alternatively, many also do nothing simply because they haven’t got the knowledge of what to do in the right order,… -
Bobbe Duncombe
Many individuals today find that there is a lot of “noise” in their financial world, often leaving them unsure of how best to plan for the future. People may be concerned that the complexities of their financial situation have not been fully addressed or they may be unable to articulate their goals into a practical… -
Mark Brown
With over 15 years’ experience in private wealth management, Mark specialises in providing strategic advice and capital management solutions to busy, affluent families and self-funded retirees. With a special interest in Financial ‘Life’ Planning, Mark is most passionate about helping clients gain clarity around their goals and objectives. He believes that this creates a firm… -
Hayden Griffiths
Hayden believes that a vital step to achieving both personal and financial independence is the alignment of your financial plan with your goals and core values. He understands that each person’s journey is unique to them which is why he takes both a holistic and comprehensive approach to financial planning. Hayden enjoys working closely with… -
Adam Ordelman
Adam has over 20 years’ experience in the financial services industry and has worked in senior management positions with some of Australia’s largest banks (ANZ, CBA) and financial institutions (Colonial, Adelaide Bank/Leveraged Equities, Challenger) before taking on his own advice practice in 2008. Sustained Advice was born out of this business on 12 December 2012.…
