Adam Smith
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.
Our business philosophy
We provide a confidential, comprehensive and specialist service of a standard expected of any major metropolitan firm, in addition to the benefit that comes from dealing with a regional team of Accountants and Financial Planners. Our clients can expect to receive personal attention, regional knowledge, and the accessibility that comes with being local and understanding how life works beyond the big city.