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Scott Marshall

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Highly respected by our clients at Beresfords, Scott’s experience and calm disposition helps you feel confident and completely at ease when it comes to your investment portfolios. His friendly and approachable nature means you’ll never find yourself overwhelmed by the numbers behind your wealth.

Scott places a lot of value in earning and keeping your trust over the long-term, which is why he is so dedicated to collaborating with your Adviser to create an investment portfolio structure that is comprehensive yet can be easily understood and adopted.

When it comes to generating investment portfolio returns, Scott’s priority is to make sure you exceed the benchmark with managed levels of risk. He spends significant time researching, questioning, and challenging industry norms to drive the best solutions. Scott also establishes protocols that underpin efficient operations within the investment team and engineers a culture of confidence with all stakeholders, so that the message he communicates is listened to and acted upon.

Prior to Beresfords, Scott has had a distinguished career as a Lead Analyst and a Portfolio Manager for a number of ASX sectors. With his collective experience of around 40 years in the industry, he is here to provide the best level of service for you and the rest of the Beresfords team.

As someone who is inspired by service and quality, Scott is dedicated to promoting an environment of professional excellence within his team that will get you the results you deserve – and more.

Stephen Smallcalder

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With over 20 years of experience in the financial planning industry, Steve brings technical expertise, strategic insight and a genuine passion for helping people make the most of their finances. As a Financial Adviser and Head of the Wealth Team, he is committed not only to delivering exceptional advice to clients, but also to fostering a team culture built on excellence, collaboration, and client-first thinking.

A natural people-person with a great sense of humour, Steve creates an environment where clients feel comfortable, confident and supported. He takes the time to understand each client’s current position before carefully designing and implementing strategies that align with their goals and lifestyle.

Known for his ability to distil complex ideas into clear, practical strategies, Steve considers the bigger picture while paying close attention to the details that matter most. His approach ensures clients feel informed, empowered and in control of their financial future.

Outside the office, Steve channels the same discipline and commitment into marathon running and his love of sport, a mindset he brings to helping clients stay the course and achieve lasting financial success.

Lara Gomez

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If Beresfords had a steady rhythm, Lara would help keep it on beat. From the moment you meet her, you will feel her calm presence, her genuine care, and her gift for making even the most complex financial matters feel simple and human.

Lara joined Beresfords in 2012 and has over 20 years of multidisciplinary experience, and over the years she has become a trusted face for clients and a steady anchor for our team. In her role as Director of Operations & Culture, she weaves together the threads that keep our business running and our people growing with confidence.

She believes that great service is as much about how people feel as it is about what is achieved.

Lara’s focus extends beyond client service to the way our entire business runs. She works across every part of the firm, coordinating operations, ensuring our systems run smoothly, supporting team members to do their best work, and shaping a workplace culture where people feel valued and engaged.

As part of the Leadership Team, she works on strategic projects that focus on the growth and direction of the business, keeps communication flowing between teams, and looks for ways to improve the way we work so clients and employees alike have the best possible experience.

Whether she is guiding a client through an important decision or helping the team navigate change, Lara leads with integrity, clarity and purpose.

Alex Mercado

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Alex brings a calm, capable presence to everything she does. She is highly organised, smart and resilient, with a genuine commitment to both people and results.

As Group General Manager, her role spans finance, human resources, operations and overall strategy. She ensures the business runs smoothly, the team is supported and clients receive service that is personal, consistent and professional. Alex is a part of the Leadership Team, and she balances strategic thinking with a hands-on approach, guiding both day-to-day operations and long-term plans with equal care.

Alex studied Financial Management at university and has worked in the accounting field for many years before joining Beresfords in 2018. Since then, she has developed deep expertise in the SMSF sector and is a certified SMSF Specialist and Practitioner by the SMSF Association, with an RG146 certification.

Alex’s leadership style is practical and people-focused, creating a workplace where the team can do their best work and clients can feel confident in their financial future.

James Beresford

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Most people think that a financial adviser’s job is to manage their personal finances. However, James’ passion and drive take this to a whole new level for the betterment of his clients.

He works to help you make smarter life decisions based on your personal goals and financial objectives, and then maps out your wealth trajectory to ensure you can live the life you truly deserve – both today, towards retirement and beyond.

James works with time-poor couples, executives and business owners who are wanting to create and grow wealth, but unsure how to make the best decisions. That’s where James shines.

With a personalised service and a human approach that focuses on building strong, long-term relationships, James takes the time to truly understand your current financial situation and broaden your understanding as to what’s possible.

From there, he creates and implements a tailored, strategic and comprehensive plan for every stage of your financial journey, designed to get you where you need to be. You’ll be inspired by his innovative ways of thinking, high attention to detail and the way he genuinely puts his heart into helping you.

But he certainly doesn’t stop there.

James is that Financial Adviser who strives to be one step ahead of the everchanging world of wealth management. He educates and empowers you to take control and gain full peace of mind knowing your wealth and your future are in good hands. 

When James helps you achieve your financial goals, it’s as much a rewarding experience for him as it is for you. He has been doing this for nearly 30 years now, and he has treasured each and every experience he’s had with his clients.

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