who we are
Devon Wealth is a holistic financial advisory firm that was formed in 2014. Since that time, we have built and maintained long lasting relationships with many private clients. We add value by having an emphasis on strategy above all else, which places our client’s best interests at the centre of everything we do.
We work alongside a diverse range of individuals and family groups to assist them to achieve their personal financial goals. Our clients benefit from partnering with a professional firm to navigate through an ever changing landscape and ensuring they remain on track.
Our advisers are Certified Financial Planners (CFP®), members of The Financial Planning Association of Australia and maintain a high level of integrity, education and professionalism.
MEET Andrew
Principal Adviser
Andrew joined the financial planning industry in 2007 and is passionate about helping people achieve a comfortable and secure financial future. His areas of expertise include: wealth creation, wealth protection, retirement planning, Self Managed Superannuation Fund’s and aged care planning. He has the ability to explain complex financial concepts simply and has a strong attention to detail.
Andrew is a Certified Financial Planner® – the highest qualification within the financial planning industry – holds a Bachelor of Business majoring in Economics, Finance & Management, and he also has a Graduate Certificate in Wealth Management.
Andrew has also completed accreditations to become a specialist in the areas of Self-Managed Superannuation Funds (SMSFs) and Aged Care Advice, he sits on the Bupa Aged Care Panel of Financial Advisers.
Outside of work Andrew enjoys an active lifestyle which includes lots of travel. Like one of our founders and his mentor, Lynne Rodda, he also devotes a portion of his time to supporting the local community through volunteer work.
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MEET ASHLEIGH
Ashleigh has worked in the financial planning industry since 2006 and thoroughly enjoys working with people and assisting clients meet their goals. Her areas of expertise include; retirement planning, social security planning, aged care and wealth protection. Ashleigh has the ability to build rapport quickly with people and is considered conscientious and reliable.
Ashleigh is a Certified Financial Planner® (CFP®) with the Financial Planning Association of Australia (FPA), the highest industry qualification and a member of the FPA. She also holds a Bachelor of Commerce with majors in Financial Planning & Human Resource Management.
Ashleigh’s current role as an Associate Adviser at Devon Wealth follows time off on maternity leave in 2018. Prior to this Ashleigh has had extensive experience as a Senior Financial Adviser, and a Senior Paraplanner - providing her with strong technical knowledge.
OUR EXPERIENCE
20+
YEARS EXPERIENCE
Amongst our current advisers we have over 20 years of combined experience. All our advisers are Certified Financial Planners (CFP®) and have been members of the Financial Planning Association for over 10 years.
100+
CLIENTS
We have over 100 clients that we provide ongoing services to.
$50mill+
FUNDS UNDER ADMINISTRATION
We have over $50,000,000 of funds under administration for our clients.