Development: Constantly Seeking Growth


STEPHEN SMALLCALDER

Managing Director

Stephen discovered early in his career that what gives his life purpose is the opportunity to help people.

After finishing his degree with honours, Stephen commenced his career working at Halifax Bank of Scotland in the UK before moving to Australia where he took positions at ING and Rabobank. In 2004, Stephen made the move into wealth management with Beresfords and has never looked back.

Brought up in a home where his father was in finance and his mother a teacher, Stephen sees financial planning as an opportunity to teach his clients how they can make better financial decisions. He prioritises the client’s goals and objectives and crafts a strategic plan to achieve them.

Stephen enjoys and excels in a challenging environment — whether that’s with strategic thinking for his clients or on a ski field for fun.

Something Weird that Makes Him Happy

  • Loves silly dancing with his wife and daughter

Fun Facts

  • Is a funny guy
  • Wears groovy socks

Inspired by

  • Richard Branson
  • Teaching others

Take chances, make mistakes. That's how you grow

-Mary Tyler Moore


Development: Constantly Seeking Growth


STEPHEN SMALLCALDER

Managing Director

Stephen discovered early in his career that what gives his life purpose is the opportunity to help people.

After finishing his degree with honours, Stephen commenced his career working at Halifax Bank of Scotland in the UK before moving to Australia where he took positions at ING and Rabobank. In 2004, Stephen made the move into wealth management with Beresfords and has never looked back.

Brought up in a home where his father was in finance and his mother a teacher, Stephen sees financial planning as an opportunity to teach his clients how they can make better financial decisions. He prioritises the client’s goals and objectives and crafts a strategic plan to achieve them.

Stephen enjoys and excels in a challenging environment — whether that’s with strategic thinking for his clients or on a ski field for fun.

Something Weird that Makes Him Happy

  • Loves silly dancing with his wife and daughter

Fun Facts

  • Is a funny guy
  • Wears groovy socks

Inspired by

  • Richard Branson
  • Teaching others

Take chances, make mistakes. That's how you grow


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