Authorised Financial Adviser (AFA)
03 470 0491 (DDI)
0800 727 2265
- Retirement Planning
- Wealth Management
- Investment Advisory
- Portfolio Management
- Personal financial planning
- Investment advice
Qualifications & Memberships
Bachelor of Commerce from the University of Otago
- Certified Financial Planner
- Graduate Diploma in Business Studies (Personal Financial Planning)
- Authorised Financial Adviser (AFA)
- Financial Advice New Zealand member
Richard Devereux is an investment adviser with over 18 years’ experience in investment, wealth management and retirement planning.
Richard has worked in financial planning and investment advisory roles in Dunedin over many years.
Richard brings a wealth of knowledge and experience to this role that is valued by clients and colleagues
Richard’s disclosure statement is available upon request and free of charge.