Adam Smith

Sinclair Wilson Investment Services Pty Ltd

Gold
14 Yrs Experience
Colac, VIC 3250
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 becameĀ a Principal within the Sinclair Wilson Group in 2016.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

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

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Sinclair Wilson Investment Services Pty Ltd

54 Corangamite St
Colac, VIC 3250

Licensed by

Sinclair Wilson Investment Services Pty Ltd

AFSL 229238

5.00
1 Review
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"'Adam has given me advice in areas including loan products, self managed super funds and managing debt. Adam was usually able to explain things to me in a clear way. Through Adam's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Adam's full care and attention when I needed it.'"

  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Complex Investments
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2007

Master of Applied Finance

Level
9 - Masters Degree
Institution
Charles Sturt University (CSU)
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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