Adam Winstone

Adam Winstone – Financial Adviser, Team Manager Freycinet

Adam is one of the senior planners in the Hobart office who offer the Invest Blue team and his clients a compassionate and thoughtful approach to financial advice. He earned his Bachelor of Business from the University of Tasmania in 2011 and obtained his Chartered Accountant qualification while working at KPMG. Since joining the financial advice industry  in 2015, Adam has also completed a Master of Commerce with a specialisation in Financial Planning.

As a Financial Adviser, Adam is dedicated to enhancing the financial well-being of those who seek his guidance, striving to be their trusted partner. He aims to be the go-to person for brainstorming ideas, presenting options, and helping clients make informed decisions tailored to their unique needs. Adam also embraces the role of a supportive friend, encouraging clients to pursue their goals and stay on track. He understands the importance of being there during tough times and celebrating successes together.

Specialising in strategic financial planning, insurance, and investment advice, Adam focuses on building long-term relationships that empower his clients to achieve both their financial and personal objectives.

Outside of work, Adam is married to Suzette, and they have two young sons, Alec and Ellis. He enjoys going to the cinema, spending quality time with his family, and staying active —often trying to keep up with his kids, which includes relearning how to ride a bike!

Qualifications:

• Most Trusted Adviser 2023