Richard Devereux

Financial Adviser (FA)

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

Specialist Areas

  • Retirement Planning
  • Wealth Management
  • Financial Planning
  • KiwiSaver

Industry Experience

  • Wealth Management Adviser
  • Financial Planner 
  • Sharebroker

Qualifications & Memberships

  • Bachelor of Commerce in Accounting
  • Institute of Financial Professionals New Zealand (INFINZ)

About

Richard has over 20 years’ experience in the financial services industry and graduated as a Certified Financial Planner in 2006. 

His background also includes ownership in a financial advisory firm and sharebroking. He is passionate about making a real difference in clients’ lives through provision of quality tailored advice to help each client achieve their long-term financial goals. 

Richard is also the Chairperson of the Methodist Mission Southern, a provider of social services throughout Otago and Southland.

A disclosure statement is available on request and free of charge.