Adam Ordelman Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
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. The core business focus is supporting clients over the longer term, through a personalised financial relationship. In recent years (2014 – 2018), Adam also held the role of Responsible Manager/ Partner for a medium sized boutique financial planning business (Pinnacle Wealth Management) but this responsibility ceased in late 2017, with Adam joining Fitzpatrick. This was due to his desire to free up more time for clients, focusing on delivering the best outcomes for all clients of Sustained Advice Wealth Architects.
Personally, he is married to Trudy and they have two teenage sons, Aiden and Jake. Have a strong focus on sustainable living and community values, they designed and built their own eco/sustainable home and love frequently travel to see the world. He has twice completed the 100km Operation Flinders (formally Trailblazer) event, raising money to help the kids of Operation Flinders. As a keen distance walker and Adam has a personal goal to complete various pilgrimage walks including the Santiago el Camino in Spain.
Qualifications/Memberships
- Fellow Chartered Financial Practitioner (FChFP) – Asia Pacific Financial Services Association (APFinSA)
- Certified (Ethical) Financial Adviser- Responsible Investment Association of Australia (RIAA)
- Advanced Diploma Financial Services (Financial Planning) – Securities Institute
- Advanced Diploma in Business (Accounting) –Swinburne Institute
- Financial Planning Association of Australia (FPA) – Financial Planner AFP
- Association of Financial Adviser (AFA) – Practitioner Member
- Responsible Investment Association of Australia (RIAA) – Certified Adviser
- Ethical Adviser Co-Op – Adviser Member
- Convention of Independent Financial Advisers (CIFAngo.org) – Active participant
Experience
- 12 years Senior Management with ANZ, CBA, Challenger and Adelaide Bank
- Over 9 years as owner and principal of financial advisory business
Testimonials
“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. ” Julie S
“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.” – Russell B
“Perfectly happy with Adam, not only is he an excellent adviser but willingly assisted in organising pension information and support when organising a nursing home for my wife and fellow investor.” John M
