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.
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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.