Adam Smith
Sinclair Wilson Investment Services Pty Ltd
Adam Smith is a Principal of Sinclair Wilson and the Managing Director of Sinclair Wilson Investment Services Pty Ltd.
Based in Warrnambool, Adam provides strategic financial advice across superannuation planning, SMSF strategy, retirement planning, wealth creation and risk management. He works with a broad range of clients including professionals, business owners and high-net-worth individuals, delivering technically robust and commercially practical advice. Adam also consults regularly in the firm’s Colac and Camperdown offices.
Adam holds a Bachelor of Business (Financial Planning) and a Master of Applied Finance (Financial Planning). He has lectured at Deakin University in Superannuation Planning and Advanced Financial Planning, reflecting his strong technical expertise and commitment to the profession.
He has completed the Certified Financial Planner (CFP®) certification and holds the SMSF Specialist Adviser (SSA®) designation with the SMSF Association.
Adam has been a Financial Planner since 2004 and joined Sinclair Wilson Investment Services Pty Ltd in 2007, became a director of Sinclair Wilson Investment Services Pty Ltd in 2012, and was appointed Principal within the Sinclair Wilson Group in 2016.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAdam will work with you to scope the Advice required, and provide a quote for the services he believes you will benefit from. As a 'fee-for-service' provider of financial services, the costs associated with obtaining Advice will vary depending on the time taken to complete and the professionals required to provide it. The costs associated with implementing the Advice will vary depending on the recommended strategies, and may require the use of third parties (ie: lawyers, stockbrokers, etc.)
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 1
- First year providing advice 2008
- Years of experience 18
-
Highest qualification
- Master of Applied Finance
-
Language spoken
- English
Sinclair Wilson Investment Services Pty Ltd
257 Timor StreetWarrnambool, VIC 3280 142 Manifold St
Camperdown, VIC 3260 54 Corangamite St
Colac, VIC 3250
Licensed by
Sinclair Wilson Investment Services Pty Ltd
AFSL 229238
