Richard Devereux

Authorised Financial Adviser (AFA)

03 470 0491 (DDI)
richard.devereux@sbsbank.co.nz
0800 727 2265

Specialist Areas

  • Retirement Planning
  • Wealth Management
  • Investment Advisory
  • Portfolio Management

Industry Experience

  • Personal financial planning
  • Investment advice
  • Sharebroking
  • Accounting

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

About

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.