Devon Wealth has been a terrific company to work with, over many years. They help me to manage the complexities of supporting my disabled sister’s financial interests. Staff at Devon Wealth provide relevant and up-to-date information in times of changing economic landscapes and down-to-earth strategic advice to achieve both our short- and long-term goals. It is a pleasure to be supported by such a professional group.

-Pam, client of Devon Wealth for 10 years

Andrew Licciardi has managed and been my financial adviser, since my retirement. Andrew has proven to be trustworthy, thorough and patient, explaining my financial planning in a clear and understanding manner, especially as I am an older client. Thanks to his expertise and genuine care, I have felt safe, confident and secure knowing my finances are being well looked after.

-Audrey, client of Devon Wealth for 12 years

I joined Devon Wealth more than ten years ago when the business first opened. Lynne was one of the founding partners and had previously owned a large financial business with 200 staff. She had told me that Andrew and his colleague were among the best people she had worked with, and she was delighted to be building a new business alongside them.

Many years on, sadly Lynne has passed on and Andrew is now the principal and has been exceptional. I have little real interest in money matters, and I needed someone to grow and secure my superannuation. Andrew has explained everything I needed to know and has been utterly reliable, effective and trustworthy. His rates are very reasonable and he is meticulous with his work, negotiating the maze of superannuation and associated financial regulations.

I would strongly recommend Devon Wealth to anyone seeking to administer and build a good superannuation account over a long period. He has never pushed his ideas or personal beliefs, and he has always carefully explained the options and left me to make the decisions. He meets with me regularly over coffee, and we discuss developments as old friends.

I recommend Devon Wealth to anyone seeking to invest their funds in superannuation or trusts.

-Hugh Dean, client of Devon Wealth for 10 years

Throughout my time as a client, I have found Devon Wealth to be both reassuring and highly valuable. I have felt supported by my Adviser, who has genuinely prioritised my long-term financial wellbeing. The responsive customer service and personalised advice that I have received have helped simplify complex financial decisions, giving me clarity and confidence at every stage.

Over the years, Devon Wealth’s ongoing guidance and proactive communication have enabled me to stay on track with my goals, adapt to life changes, and take advantage of new opportunities. I particularly value the consistency and professionalism of the support provided, which have helped grow and protect my financial resources while maintaining peace of mind.

-RG, client of Devon Wealth for 10 years

I have been associated with Devon Wealth and Andrew Licciardi for many years.

I can rest at night knowing that the advice provided regarding my investments has been well researched, is timely, and has my best interests at heart.

The trust I have in Andrew and the company has not been misplaced.

- FK, client of Devon Wealth for 12 years

As a retiring couple, we had no idea what to do with our superannuation, inheritance and money from the sale of our home. Andrew took us under his wing, as it was all too daunting for us to cope with.

We had an in-depth discussion with him as to what we required in the future and how much risk we wanted to take with our money. From this, Andrew developed a portfolio that was appropriate for our future retirement requirements.

Over the past 6 years, our portfolio has maintained its value even though we have taken a regular account-based pension and numerous cash withdrawals.

We have been extremely happy with how Andrew has managed our portfolio, especially through COVID and other international stock exchange hiccups.

We have had regular check-ins over the years that ensure we are maintaining the appropriate pathway for our investments.

-Julie and Trevor, clients of Devon Wealth for 6 years

In an industry where trust is paramount, Andrew's service has been outstanding. It means a lot to have the comfort of knowing that Andrew pays a lot of attention to detail and acts in your best interest.
He keeps us well informed of portfolio performance advising us of best investment moves.
He cannot be recommended highly enough.

- Colin and Helen, clients of Devon Wealth for 6 years

My husband and I have been a client of Devon Wealth for well over 10 years and would highly recommend them to anyone looking for a knowledgeable and trustworthy financial advisor.
Andrew Licciardi is always approachable, friendly and assists promptly with any advice that we require.
With a recent deceased estate Andrew was very patient, helpful and understanding while we were deciding what we needed to do.
Andrew’s advice has been invaluable and we appreciate his ongoing support and attention to detail.

-Annette and John, clients of Devon Wealth for 11 years

My late husband and I first engaged this company some years ago, and I have continued to use their services as a widow. Throughout that time, my financial adviser has always been knowledgeable, helpful, and willing to explain things clearly.

What I particularly appreciate is his manner. He takes the time to listen, answers questions patiently, and never makes me feel rushed or uninformed. If he were in the medical profession, I would say he has an excellent bedside manner. He has a way of making what can sometimes seem complicated feel understandable and manageable.

I have always felt respected, well informed, and confident in the advice I have received, and I would not hesitate to recommend his services to others.

-Coleen, client of Devon Wealth for 11 years

We have been with Devon Wealth for over 10 years .

We have always valued the expert advice, quick and friendly response to any questions we had enabling us to enjoy our investment outcomes.

Excellent support and advice particularly from Andrew Licciardi who has helped us setting our investment risk level, always monitoring and providing advice on alternative investment strategies and availability to answer our questions on investment alternatives .

They work closely with their stockbrokers to make appropriate changes to our portfolio after consultation with us.

We would highly recommend them.

- Jan and David Schutz, client of Devon Wealth for 12 years

I am more than satisfied with the service provided by Devon Wealth. I feel secure in the knowledge that they are doing the best for me. I appreciate the personal attention and the understanding shown toward my circumstances.

- Cecelia, client of Devon Wealth for 10 years

Devon Wealth have provided impeccable service for the three years that I have been with them. Andrew has been approachable, ready to support in a variety of ways for the complicated financial affairs that I am responsible for. Communication is prompt, clear and easy. I would certainly recommend Devon Wealth financial planners.

-Lauri, client of Devon Wealth for 5 years

Great advice provided by Andrew Licciardi from Devon - he was responsive and clear in his explanations and provided me with an appropriate RIAA-certified, ethical option that meets my needs, as per my request.

-Estelle, June 2021

When I was looking for aged care advice for my mother, I had already been to see another financial advice company, who left me feeling confused (and out of pocket) and in need of a second opinion. I found Devon Partners, and from the very first meeting, I was confident that I had found the right people to help me navigate all things regarding aged care. They are knowledgeable in this ever changing area,  answered all my infinite questions, and provided me with the honest and straightforward information and advice that I was looking for. Most importantly, as I was acting on behalf of my mother, I felt that Devon Partners were respectful and mindful of delivering the right solution for my mother.

I sincerely recommend Andrew and the team if you are looking for aged care advice.

- Laura, client of Devon Wealth for 6 years

I engaged Andrew Licciardi from Devon Partners to provide financial advice to our family regarding management of the finances of both of my elderly, incapacitated parents. The advice and support he gave me was clear, useful and succinct, at a time where I was very overwhelmed with both emotions and responsibilities. He was sympathetic and very helpful.

I am very grateful regarding the advice, since it enabled me to be far better prepared to sort out my parents’ affairs, which made things much easier to organise the aged care they both deserved.  Our family has subsequently engaged Devon Partners to provide us with additional financial advice, which is also proving most beneficial to our progression into retirement.

- Pam Clunie, June 2017

Andrew conducts his business with a high degree of professionalism and his up to date financial knowledge and friendly, caring attitude at a reasonable cost are features of the service. For these reasons we have no hesitation at all in recommending Andrew Licciardi whether you have a large portfolio or are small investors like us – we are confident that you will receive the same care and expert attention.

- Martin and Nerelie, clients of Devon Wealth for 10 years

After almost 9 years of service from Devon Wealth formerly known as Devon Partners we would like to acknowledge their unique services.

Our family situation is unusual, complex and forever changing due to disability (NDIS), ageing, superannuation and retirement planning too!

Andrew has been there with us during the highs and lows of this ever-changing journey in the world of wealth management. We intend to have Andrew’s services for many years to come. Initially it was Justin (2017 to 2019) , then Andrew, each have steadily provided individualised and specialised advice to us, at our pace.

Andrew is friendly, a good listener, has endless patience, empathic and is not afraid to take questions on notice. No bluff and bluster here. He is easy to work with, efficient and always gets back to you in a timely manner.

Appointments are conducted at our convenience in our family home. Something we value and appreciate.

Andrew is never too far away. He stays connected with regular dialogues/meetings and he is not too overzealous. It is a relief to know that Andrew is quietly watching and ready to alert us should the need arise.

- M and L, clients of Devon Wealth for 9 years