Legacy: Making a Positive Difference


JAMES BERESFORD

Founder & CEO

If James Beresford does not exude financial planning the first time you meet him, we’re not sure what will.

When James founded Beresfords, his priority was educating people on how they can change their lives with smart financial decisions. Years of work later and with an entire team of highly qualified advisers working with him, James Beresford is now the CEO of a successful personal wealth management company in Australia.

As he has been in the industry since 1993, James’ name has become synonymous with unbiased and personalised advice in the world of finance. You can ask his long list of happy clients, and they will tell you that he is as animated and enthusiastic as he is sharp and professional.

James studied Commerce at James Cook University, completed his Masters at the University of Western Sydney and is Certified Financial Planner. When he isn’t immersed in learning more about finance or catering to his clients, he spends his time seeing the world with his wife and kids.

Something Weird that Makes Him Happy

  • Loves filming with a drone camera, capturing life

Fun Facts

  • Loves eating cereal for dinner
  • Loves drinking milo with 4 heaped tbsp of Milo

Inspired by

  • Kimba the white lion
  • Roger Moore
  • Richard Branson

Be the change you want to see in the world.

-Mahatma Gandhi


Legacy: Making a Positive Difference


JAMES BERESFORD

Founder & CEO

If James Beresford does not exude financial planning the first time you meet him, we’re not sure what will.

When James founded Beresfords, his priority was educating people on how they can change their lives with smart financial decisions. Years of work later and with an entire team of highly qualified advisers working with him, James Beresford is now the CEO of a successful personal wealth management company in Australia.

As he has been in the industry since 1993, James’ name has become synonymous with unbiased and personalised advice in the world of finance. You can ask his long list of happy clients, and they will tell you that he is as animated and enthusiastic as he is sharp and professional.

James studied Commerce at James Cook University, completed his Masters at the University of Western Sydney and is Certified Financial Planner. When he isn’t immersed in learning more about finance or catering to his clients, he spends his time seeing the world with his wife and kids.

Something Weird that Makes Him Happy

  • Loves filming with a drone camera, capturing life

Fun Facts

  • Loves eating cereal for dinner
  • Loves drinking milo with 4 heaped tbsp of Milo

Inspired by

  • Kimba the white lion
  • Roger Moore
  • Richard Branson

Be the change you want to see in the world.

-Mahatma Gandhi


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