Adam Smith
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.
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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. We provide our clients with the personal interest, regional knowledge and ease of access that is virtually impossible to achieve with a firm of city Accountants.