Andrew Licciardi

Devon Partners Pty Ltd

Gold
13 Yrs Experience
Canterbury, VIC 3126

Andrew joined the financial planning industry in 2007 and is passionate about helping people achieve a comfortable and secure financial future. His areas of expertise include: wealth creation, wealth protection, retirement planning, Self Managed Superannuation Fund’s and aged care planning. He has the ability to explain complex financial concepts simply and has a strong attention to detail.

Andrew is a Certified Financial Planner® – the highest qualification within the financial planning industry – holds a Bachelor of Business majoring in Economics, Finance & Management, and he also has a Graduate Certificate in Wealth Management.

Andrew has also completed accreditations to become a specialist in the areas of Self-Managed Superannuation Funds (SMSFs) and Aged Care Advice, he sits on the Bupa Aged Care Panel of Financial Advisers.

Outside of work Andrew enjoys an active lifestyle which includes lots of travel. Like one of our founders and his mentor, Lynne Rodda, he also devotes a portion of his time to supporting the local community through volunteer work.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

At a glance

  • Adviser status Gold
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualifications
    • Graduate Certificate in Wealth Management
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Devon Partners Pty Ltd

Ground Floor, 313 Canterbury Rd
Canterbury, VIC 3126

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Devon Financial Services Pty Ltd

AFSL 538157