Adam Peter Smith
Financial Adviser in Warrnambool, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001219
- Location
- Warrnambool VIC 3280
- Licensee
- Sinclair Wilson Investment Services Pty Ltd (AFSL 229238)
- Authorised since
- 12 May 2008
- First provided advice
- 2008
- Qualifications
- Bachelor of Business Financial Planning, Royal Melbourne Insitute of Technology (2007); master of Applied Finance, Charles Sturt University (2011)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam Peter Smith
Adam Peter Smith is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Warrnambool, Victoria (adviser number 001001219).
Advice is given under the Australian financial services licence of Sinclair Wilson Investment Services Pty Ltd, licence number 229238. That authorisation dates from 12 May 2008.
The register records 2008 as the year Adam first provided financial advice. Qualifications and training on file include Bachelor of Business Financial Planning (Royal Melbourne Insitute of Technology, 2007) and master of Applied Finance (Charles Sturt University, 2011).
Adam is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Adam Peter Smith a registered financial adviser?
Yes. Adam Peter Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001219.
Which licensee does Adam Peter Smith work under?
Sinclair Wilson Investment Services Pty Ltd, Australian financial services licence 229238.
What can Adam Peter Smith give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.