Adam Smith


Name Adam Smith
Company Succession Matters
Address 11/162 Colin Street
West Perth, WA 6005
Phone 0863369700

With a background as an insurance specialist, Adam has been advising clients since 1990. He has built a strong reputation for professional advice and a genuine care to understand what is important to clients so they achieve the best possible outcome.

Adam is focused on helping individuals and business owners with insurance funding solutions, estate planning, business succession & farming succession and claims advocacy. He is just as content to address the simple issues as well as complex business structures as he understands that getting the funding and estate plans right is critically important no matter what stage you are in life. He also believes in being there when it matters most at claim time.

Adam is passionate about sharing his knowledge and he offers clients informed and empowered strategies to help them feel they can make sound decisions about their future.

Adam continues to invest in his growth as a professional and has been actively involved in the industry:

Adviser of the Year Award 2008, based on best practice and contribution to the industry and community
AFA Board
Insurer Boards
He has strong links to the Disability community providing estate planning for families who have a child with a disability and is a former Board Director for Nulsen Disability Services and a current sponsor of As We Are.

When Adam is not working he enjoys spending time keeping active with his family and dog, Harley, fishing and boating at Rottnest and enjoys watching AFL, Rugby and Cricket.

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