OUR PEOPLE

While our clients are always at the heart of everything we do, it is our team of hand-selected professionals who deliver the excellent service we’re known for. Our team’s experience and commitment are second to none, and each and every member plays an invaluable role. It’s our people that make the difference.

The difference is our PEOPLE

  • All
  • Advisers
  • Board
  • Executive Leadership Team
  • Investment Committee
All
  • All
  • Advisers
  • Board
  • Executive Leadership Team
  • Investment Committee

James Beresford

Managing Director | Financial Adviser

Trudi Beresford

Director | Financial Adviser

Harry Bronn

Senior Financial Adviser

Lara Gomez

Relationship Manager

Sam Carmiggelt

Associate Adviser

Scott Marshall

Head of Investments

Alex Mercado

Associate Adviser

Saul Eslake

Chief Economic Adviser

Vic Chau

Chairman

Dr Stephen Garth

Manager : Strategy & Corporate Development

Michael Clegg

External Senior Investment Adviser