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James Devereux
Senior Wealth Protection Adviser
I believe in ongoing personal advice, building strategic financial plans that adapt to your changing needs and bring long lasting financial security and wellbeing.
James has worked in the financial services sector since 2014 after a successful 15-year career in business management roles in Europe and Australia. His financial planning experience spans across retail, commercial and private banking, as well as a boutique practice. He has completed a Graduate Diploma in Financial Planning and is currently undertaking a Master’s degree in Financial Planning.
Investment Style
James is passionate about helping people from all walks of life to improve their financial position, build greater financial awareness, and achieve financial security and confidence for the long term. He works closely with a wide range of clients including professionals, families, wealth accumulators, business owners, retirees and self-managed super fund trustees.
Services and Specialties
Personal Insurance
Superannuation Advice
Retirement and Estate Planning
Self-Managed Super Funds
Investment Advice
Financial Planning
Qualifications and Professional Affiliations
Master of Arts (Industrial Design)
Financial Adviser Standards and Ethics Authority Industry Exam
Self Managed Superannuation Funds
Bachelor of Arts (Design & Technology)
Graduate Diploma of Financial Planning
Diploma of Financial Planning
Graduate Certificate in Financial Planning
Associations
No items found.
Competencies
Securities
Financial Planning
Superannuation
Life Insurance
Generic
Managed Investments
I am employed by VCA Finance Pty Ltd which operates the business of Morgans Financial Limited - Brisbane North Quay. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
