Adam Smith
Financial Adviser, Partner, Regional Head of Advice (Gold Coast)
Adam Smith – Financial Adviser, Partner, Regional Head of Advice (Gold Coast)
With almost 20 years of industry experience, Adam has been an financial adviser and Partner with Invest Blue (and previously Advice First) for most of his career. Adam has extensive experience across all areas of financial advice, with a particular interest in tax efficiency, Retirement, Wealth Management & Protection, Estate Planning and Aged Care.
Adam takes particular pride in building meaningful relationships with clients and a genuine care in people’s lives. He enjoys providing very personal and well-considered honest advice that works towards his clients living a fulfilling life. Regardless of how big, small or complex the issue, Adam strives towards providing objective advice that is easy to understand.
Having lived on the Gold Coast for most of his life, Adam enjoys the outdoors, spending time with friends and family and can often be found on the Golf Course in his spare time.
Qualifications:
- Bachelor of Commerce in Financial Planning & Investments (Accounting)
- Certificate in Self Managed Superannuation Funds
- Commissioner for Declarations (QLD)
- Most Trusted Adviser 2023
