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
James Beresford
Managing Director
James is a dynamic and enthusiastic advocate of financial planning and the benefits which it provides to clients. James has been in the Financial Planning industry since 1993 and throughout that time has worked with AMP, Lend Lease and National Australia Bank before founding Beresfords Financial Planning. James' passion for financial planning is evident from the moment that you meet him.
Prior to moving into the financial services arena James studied Electrical Engineering at Swinburne University and Commerce at James Cook University. In 1998 James completed his Master of Commerce majoring in Financial Planning, and became a Certified Financial Planner (CFP).
As the Managing Director, James' vision is for Beresfords to be Australia's number one wealth management firm to and provide unbiased quality tailored advice to clients. He is committed to showing clients the powerful life-changing value of great Financial Planning that can make dreams come true.
