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
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