Adam Smith

Partner

adam

After several years in the industry as a technical analyst, I joined Advice First in 2010 as a Financial Adviser and then became a Partner in 2013. As the firms Retirement Specialist, I have a specific interest in:

  • Superannuation
  • Self managed superannuation funds
  • Wealth management
  • Cash flow analysis and budgeting
  • Pensions and Centrelink
  • Aged care
  • Tax planning

My role allows me to put in to practice the knowledge I gained from completing my degree in Financial Planning and Accounting. I particularly enjoy assisting our clients with retirement and lifestyle planning. I measure my success on the difference I make to people’s lives, by focusing on what’s important to them, and assisting them to gain a better understanding of their financial and lifestyle circumstances.

On a personal note, my wife (Susie) and I spent our younger years living in London and travelling Europe, before returning to the Gold Coast in 2005 to get married and have our 2 beautiful girls, Chiara and Sienna.

Born and raised on the Gold Coast I enjoy all outdoors sports and can often be found on the golf course, wakeboarding, camping or getting up at absurd hours to watch Arsenal play football!

My qualifications:

  • Bachelor of Commerce in Financial Planning & Investments (Accounting)
  • Certificate in Self Managed Superannuation Funds
  • Commissioner for Declarations (QLD)

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