Go to Top

Our People

James Beresford

Managing Director

Trudi Beresford

Director, Financial Services

Stephen Smallcalder

Director, Financial Planning

Harry Bronn

Manager, Financial Services

Jillian Clarke

Financial Adviser

Lara Gomez

Relationship Manager

Christina Policarpio

Senior Para-Planner

Erica Ibaviosa

Para-Planner

Kate Cortez

Manager, Financial Services

Phillip Racelis

IT Administrator