The Financial Planning Association of Australia The Financial Planning Association of Australia

Adam Smith, CFP®

Name Adam Smith, CFP®
Company Sinclair Wilson Investment Services
Address 266 Koroit Street
Warrnambool, VIC 3280
Email [email protected]

Adam is a financial planner within Sinclair Wilson Investment Services. Adam is based in the Warrnambool office, providing 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) is a Master of Applied Finance (Financial Planning), and lectures at Deakin University in Superannuation Planning and Financial Planning. Adam has been a Financial Planner since 2004 and started with Sinclair Wilson Investment Services in 2007. In 2012 Adam became a Director of the company.

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