James Devereux

“Building wealth creates opportunity. Protecting it gives you the confidence to enjoy it.”

Expertise

James Devereux helps business owners, professionals and families protect their income, assets, businesses and financial legacy.

With almost two decades of experience in financial planning, James brings clarity and commercial insight to what can often feel like a complex area. He works with clients whose needs have evolved through business growth, wealth creation, changing family commitments and sophisticated ownership structures.

James specialises in income protection, life insurance, total and permanent disability, trauma insurance and business succession planning. He is particularly passionate about helping business owners and families simplify complex arrangements, identify important risks and put strategies in place that support their broader financial, business and estate planning goals.

James works closely with accountants, lawyers and other professional advisers to ensure wealth protection is not treated as a standalone insurance decision, but as an essential part of a well-designed wealth strategy.

He is also highly experienced in claims advocacy, supporting clients and their families through complex illness, disability and income protection claims. This experience gives James a clear understanding of what matters most when a protection strategy is called upon to perform.

James leads a team of wealth protection specialists focused on protecting more than financial assets. Together, they help clients safeguard the businesses and lifestyles they have worked hard to create.

Background

James began his financial planning career more than a decade ago, holding advisory roles with ANZ, Life Assets and Morgans Financial before joining Vincents Private Wealth team in 2021.

James was appointed Director in 2026 and leads the firm’s Wealth Protection service, working with his team to deliver specialist insurance and protection advice to clients.

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