Devon Wealth Financial Advisors

I am more than satisfied with the service provided by Devon Partners. 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.
I look forward to our face-to-face meetings and come away feeling good about my financial situation. It is also the personal attention that I receive makes me feel that I am on the right track. Devon partners show themselves responsive to any questions I raise and to any changes in my personal circumstances. I am not just a client to Devon Partners, I am person. I highly recommend them.
Cecelia Winkelman, retiree

Devon Partners 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 Partners financial planners.

We recently needed to look at aged care options for my dad after a serious fall. With existing complex financial structures Devon Partners were able to quickly work through scenarios that addressed my parents cash flow, capacity to pay, and potential tax implications including capital gains tax. A difficult time but made so much easier with a thorough understanding of aged care rules and regulations combined with a sensitive mindset.

When I finish my employment with Qantas, I needed to review and change my superannuation. Devon Partners were very helpful. They look after my super and help and advise me on the best returns for my money. Would recommend them to anyone. Extremely helpfully and a pleasure to deal with.

We have nothing but praise for the service and advice we have been offered by Devon Partners. We feel confident that we are now in able hands to support us with financial advice now and into the future.

Andrew is extremely professional. I found him to be knowledgeable and was able to handle my enquiry promptly. Easily accessible by phone or email. Highly recommend.

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.