Our founding partners, Lynne Rodda, Andrew Licciardi and Justin Cilmi have over 40 years’ combined experience in financial planning across a wide range of areas.
Lynne, Andrew and Justin have worked together closely for several years in a previous company. They are three likeminded individuals with strong principals and high ethical standards and have formed Devon Partners with a goal to provide a superior level of expertise partnered with a focus on building solid client relationships.
At Devon Partners our major focus is on addressing our client needs and adding value by providing access to a high level of service from beginning to end. We have strong ethical principles and put the interests of our clients above all else.
Within our business, we believe professionalism and continuing development of our advisers is essential to ensuring our clients receive the best possible advice.
Whilst we do provide financial product advice we believe the strategy behind any product comes first and any recommendation regarding a financial product should be done so only to facilitate the recommended strategy.
Director / Financial Adviser
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 and retirement 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 – and holds a Bachelor of Business majoring in Economics and Finance, and he also has a Graduate Certificate in Wealth Management. Andrew is a member of the Financial Planning Association of Australia.
Recently Andrew has completed accreditations to become a specialist in the areas of Self-Managed Superannuation Funds (SMSFs) and Aged Care Advice. Andrew also sits on the Bupa Aged Care Panel of Financial Advisers. More information on the Bupa Panel of Financial Advisers can be found here http://www.bupaagedcare.com.
Prior to becoming a financial adviser in 2011 Andrew had a strong technical background having worked in the areas of Planning Services, Investment Implementation and Adviser/Client Support.
Ashleigh has worked in the financial planning industry since 2006 and thoroughly enjoys working with people and assisting clients meet their goals. Her areas of expertise include; retirement planning, social security planning, aged care and wealth protection. Ashleigh has the ability to build rapport quickly with people and is considered conscientious and reliable.
Ashleigh is a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (FPA), the highest industry qualification and a member of the FPA. She also holds a Bachelor of Commerce with majors in Financial Planning & Human Resource Management.
Ashleigh has been a financial adviser since 2009 and prior to that a Senior Paraplanner which provided her with strong technical knowledge. After maternity leave in 2015, Ashleigh commenced her own paraplanning business and has more recently joined Devon Partners as a financial adviser.
With over 14 years of experience, Ashleigh is able to provide advice to clients across a wide range of areas.