who we are
Devon Wealth was founded in 2014 by a group of passionate financial advisers who first congregated on Devon Street in the leafy suburb of Eaglemont. This initial meeting place inspired the name of our firm and symbolises our commitment to community and collaboration.
At Devon Wealth, we are dedicated to building and maintaining long-lasting relationships with our clients. Our approach emphasises strategic planning, ensuring that our clients’ best interests are always at the forefront of everything we do.
We work with a diverse range of individuals and family groups, helping them achieve their personal financial goals. Our clients benefit from our professional guidance as we navigate the ever-changing financial landscape together, ensuring they remain on track.
Our team of experienced professionals specialises in wealth creation, wealth protection, retirement planning, Self-Managed Superannuation Funds (SMSFs), and aged care planning. We pride ourselves on our ability to explain complex financial concepts in a simple and understandable manner, providing personalised advice tailored to each client’s unique needs.
Whether you are looking to grow your wealth, protect your assets, or plan for a comfortable retirement, Devon Wealth is here to help you achieve your financial goals with confidence and peace of mind.
MEET Andrew
Principal Adviser
Andrew has been a dedicated professional in the financial planning industry since 2007, driven by a passion for helping people achieve a comfortable and secure financial future. His expertise spans wealth creation, wealth protection, retirement planning, Self-Managed Superannuation Funds (SMSFs), and aged care planning. Known for his ability to simplify complex financial concepts and his meticulous attention to detail, Andrew is a trusted advisor to many.
Andrew is a member of Financial Advice Association Australia (FAAA) and holds the prestigious Certified Financial Planner® designation, the highest qualification in the financial planning industry. He also has a Bachelor of Business with majors in Economics, Finance, and Management, along with a Graduate Certificate in Wealth Management.
In addition to his qualifications, Andrew has specialised accreditations in SMSF and Aged Care Advice. He is a member of the Bupa Aged Care Panel of Financial Advisers, reflecting his commitment to providing expert guidance in these areas.
Outside of his professional life, Andrew enjoys an active lifestyle filled with travel. He shares his adventures with his wife and their two dogs.
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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 Advice Association Australia (FAAA), the highest industry qualification. She also holds a Bachelor of Commerce with majors in Financial Planning & Human Resource Management.
Ashleigh’s current role 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
30+
YEARS EXPERIENCE
Our team have over 30 years of combined experience. All our advisers are Certified Financial Planners (CFP®) and have been members of the Financial Advice Association Australia for over 10 years.
100+
CLIENTS
We have over 100 clients that we provide ongoing services to.
$70mill+
FUNDS UNDER ADMINISTRATION
We have over $70,000,000 of funds under administration for our clients.