Adam Smith
Sinclair Wilson Investment Services Pty Ltd
Adam is a Sinclair Wilson Principal and the Managing Director of Sinclair Wilson Investment Services.
Adam is based in our Warrnambool office and provides technical advice on:
- Superannuation strategy and planning
- Risk insurance management
- Wealth creation strategy, and
- Retirement planning.
Adam works with a diverse range of salary employees, business owners and high net worth clients.
He holds both a Bachelor of Business (Financial Planning) and a Masters of Applied Finance (Financial Planning), and has lectured for Deakin University in Superannuation Planning and Advanced Financial Planning.
Adam has been a Financial Planner since 2004, started with Sinclair Wilson Investment Services in 2007 and became a Principal within the Sinclair Wilson Group in 2016.
Expertise
My fees
Adam 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
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Adviser status
Bronze
- Rating
- Number of reviews 1
- First year providing advice 2008
- Years of experience 16
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Highest qualification
- Master of Applied Finance
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Language spoken
- English
Sinclair Wilson Investment Services Pty Ltd
257 Timor StreetWarrnambool, VIC 3280
Licensed by
Sinclair Wilson Investment Services Pty Ltd
AFSL 229238
