Adam Smith
Financial Adviser, Partner, Head of Advice (Gold Coast)
Adam Smith – Financial Adviser, Partner, Head of Advice (Gold Coast)
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.
Adam was born and raised on the Gold Coast. After several years in the industry as a technical analyst, Adam joined Advice First (Invest Blue) in 2010 as a Financial Adviser and then became a Partner in 2013. As the firm’s Retirement Specialist, Adam has a specific interest in Superannuation, Wealth management, Tax Planning, Pensions and Centrelink, Aged care, and Cash flow analysis and budgeting.
Adam and his wife Susie spent their younger years living in London and traveling Europe, before returning to the Gold Coast in 2005 to get married and raise their two daughters. In Adam’s spare time, he enjoys all outdoor sports and can often be found on the golf course.
Qualifications:
- Bachelor of Commerce in Financial Planning & Investments (Accounting)
- Certificate in Self Managed Superannuation Funds
- Commissioner for Declarations (QLD)
- Most Trusted Adviser 2023
