Brand profile · Financial Services

Devon Wealth

Devon Wealth works in Financial Services, out of Canterbury, Victoria. Privately held, at devonwealth.com.au. It holds one address on record, all in Australia. It employs 3 people, on the record. It lists life insurance, retirement planning and smsf among its specialties. The record links six similar brands, most of them in Hospitals and Health Care.

devonwealth.com.au LinkedIn

Profile live Privately Held Founded 2014 1 office country
Counted staff
3
self-reported 2–10 band
Founded
2014
12 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Use this profile Compare Your shortlist

Description

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.

Specialties

All 9 specialties
  • Retirement Planning
  • SMSF
  • Cash flow and Budgeting
  • Aged Care
  • Life Insurance
  • Superannuation
  • Corporate Superannuation
  • Social Security
  • Investments and Asset Allocation

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table
Countries1
Primary countryAU

All codes: AU

Addresses

  • AU313 Canterbury Rd; G1; Canterbury, Victoria 3126Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Notify me about spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend
Notify me about signals

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
Notify me about financials

People & contacts

1 employee profiles on record · names withheld.

The people relation is never requested, so there is nothing here to unlock.

Notify me about contacts Tell us who you need to reach and we will tell you when a consented source is live.

FAQ

How many people work at Devon Wealth?

3 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Devon Wealth have offices?

One address on record, Australia only. Primary: 313 Canterbury Rd, G1, Canterbury, Victoria 3126.

Has Devon Wealth raised funding?

None linked to this brand.

What does Devon Wealth list as its specialties?

Nine tags on the brand's own list, among them life insurance, retirement planning and smsf.

Which companies are listed alongside Devon Wealth?

Six peer profiles on record: Matryx Consulting and Le Oasis Disability Services.

What is Devon Wealth's website?

devonwealth.com.au