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James Devereux

Associate Director, Financial Advisory

Contact

Email James (07) 3245 5466 Brisbane

Expertise

  • Graduate Diploma in Financial Planning (Kaplan Professional)
  • Graduate Certificate in Financial Planning (Kaplan Professional)
  • Financial Adviser Standards and Ethics Authority Qualified
  • Professional Certificate in Management, Business Administration and Management (Open University)

Expertise

James specialises in delivering comprehensive financial advice that supports clients in making confident, goal-aligned decisions. His broad expertise and client-centric focus enable him to develop strategies tailored to individual needs.

James’ commitment to achieving the best outcomes for his clients is evident in his thorough, detail-oriented approach, ensuring that every financial plan is not only optimised for current needs but also adaptable to future changes, promoting lasting financial security.

His expertise includes:

  • Wealth Protection
  • Business Insurance
  • Superannuation
  • Investment Advice and Structuring
  • Retirement Planning
  • Estate Planning

Background

With over 11 years of experience in financial planning across retail, commercial, and private sectors, James has a proven track record of delivering exceptional results.

He has played a pivotal role in developing Vincents’ wealth protection services and manages an extensive portfolio of ongoing clients.

James’ holistic approach and dedication to client success underscore his commitment to providing top-tier financial advice on a national scale.

 

Authorised Representative 001008795

Vincents Private Wealth Pty Ltd and its advisers are authorised representatives of Vincents Advisory Pty Ltd AFS Licence No. 320 580 ABN 79 125 596 349