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
Trudi Beresford
Director, Financial Planning
Trudi began her career in the financial services industry in 1996 after becoming disillusioned with the win lose situation in Industrial Relations. Trudi is passionate about financial planning, a career which provides her with immense satisfaction as a result of the win / win outcomes that are derived.
Trudi is a highly qualified and compassionate Financial Planner who completed a Bachelor of Economics in 1992 and in 1996 began the Diploma of Financial Planning and in 1998 completed the Masters of Commerce(Financial Planning). Trudi is also a Certified Financial Planner and qualified as a Financial Planner in the USA. Throughout her career Trudi has worked with Mercantile Mutual (now ING), Colonial and Merrill Lynch.
Trudi is a dedicated and diligent financial planner committed to the provision of high quality advice and service to achieve client fulfilment. She enjoys the ongoing relationships with her clients on a personalised level. In her role on the management team, she contributes to the leadership of the financial planning and lending divisions to provide the most strategic solutions for clients.
