Our dedicated adviser from Evans and Partners, Michael manages the investment affairs of high-net-worth families, individuals and not-for-profit organisations.
His experience in investment markets, spans across advisory and dedicated investment research roles.
Michael has previously held roles with Perpetual Limited, Goldman Sachs and JB Were.
Michael has a thorough understanding of wealth creation, in the context of day-to-day financial needs.
He is a specialist in Stock and Index options with emphasis on volatility and hedging analysis. Vic also has a track record of setting up and managing businesses from start up to profitability.
His emphasis is on work ethics, with an attention to detail and a focus on risk management and compliance.
Saul Eslake’ extensive career includes Chief Economist positions at McIntosh Securities, National Mutual Funds Management, ANZ Bank and Bank of America Merrill Lynch.
Saul is also a non-executive director of Hydro Tasmania, has advised Australian Governments on Foreign Affairs , Trade Policy, Tourism Strategy, and National Housing.
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.
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.
