Financial Planner Profile

Name: Andrew Licciardi

Qualifications: Financial Adviser / Director
Devon Partners Pty Ltd
Aug 2014 – Present
4 yrs 2 mos

Devon Partners provides holistic financial advice which is focused on helping individuals achieve their financial goals.

We provide guidance regarding all aspects of our clients’ financial journey. This includes cash flow planning, life Insurance, superannuation, and retirement planning, investment and asset allocation advice, social security and aged care planning. We provide advice to a diverse client base including young professionals, high-income earners, pre-retirees, retirees and SMSF clients.

Co-founding Devon Partners in 2014, we set a major goal of building strong client relationships by providing the highest level of service and quality advice that addresses our client’s needs and personal goals. My advice centers around sound financial planning strategies and risk management.

I have been a Certified Financial Planner® and a member of the Financial Planning Association of Australia since 2011.

Documents:

Financial Planning Services:

  • Wealth Management
  • Superannuation
  • Retirement Planning

  

  • Aged care
  • Financial Advisor
  • Portfolio Management