Investment Division
James Beresford
Managing Director
Simon Guzowski
Senior Portfolio Manager
Financial Planning
Trudi Beresford
Director, Financial Planning
Stephen Smallcalder
Manager, Financial Planning
Harry Bronn
Senior Advisor
Property
Giles Hill
Manager
Mortgage Broking
Ken Batten
Senior Lending Specialist
Financial Management
Kath Beresford
Finance Manager
Stephen Smallcalder
Manager, Financial Planning
Stephen commenced his career in financial services in 2002 with HBOS (Halifax Bank of Scotland) in the UK. After having worked with ING and Rabobank in Sydney, Stephen then turned to Financial Planning joining the team at Beresfords in August 2004.
Stephen completed his Bachelor of Science with Honours (Commerce) in 2002 and has subsequently completed his Diploma in Financial Services (Financial Planning) since joining Beresfords.
Stephen has a great passion for helping people through the application of the knowledge he has acquired in financial planning. He is enthused in the knowledge that top quality and comprehensive advice facilitates the achievement of our client's financial goals and objectives.
