


Devon Wealth
Financial Services • Melbourne, Victoria, Australia • 1-10 Employees
Company overview
| Headquarters | 313 Canterbury Rd, G1, Canterbury, Victoria 3126, AU |
| Phone number | +61383170665 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Superannuation, Retirement Planning, Life Insurance, Aged Care, Smsf, Social Security, Corporate Superannuation, Cash Flow And Budgeting, Investments And Asset Allocation |
| Founded | 2014 |
| Employees | 1-10 |
| Socials |
Key Contact at Devon Wealth
Justin Cilmi
Director
Devon Wealth Email Formats
Devon Wealth uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@devonpartners.com.au), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@devonpartners.com.au | 100% |
About Devon Wealth
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.
Devon Wealth revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Devon Wealth has never raised funding before.
Devon Wealth Tech Stack
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Frequently asked questions
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