Adam Smith

Principal - Wealth Management

  • Phone
  • (03) 5564 0889
  • Email
  • asmi@sinclairwilson.com.au
Specialties

Strategic Financial Planning

Services

Providing Direction & Strategy for Superannuation, Risk Insurance, Wealth Creation & Retirement Planning

Qualifications

Bachelor of Business & Master of Applied Finance

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, for a diverse range of salary employees, business owners and high net worth clients.  Adam 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 its Principal within the Sinclair Wilson Group in 2016.

Warrnambool

  • Monday
  • 8:30am - 5:30pm
  • Tuesday
  • 9:00am - 5:30pm
  • Wednesday
  • 9:00am - 5:30pm
  • Thursday
  • 9:00am - 5:30pm
  • Friday
  • 9:00am - 5:30pm