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.

As an Associate Adviser at Beresfords, Alex is here to support you along your financial journey. She works closely with Trudi and Erica to provide you with a positive client experience from beginning to end.

Alex is recognised for her intelligence, organised approach and customer-centric mindset – and you’ll soon see why. She works to the highest standards of professionalism, offering her own personalised service and giving you complete confidence that your financial interests are in the best hands.

She studied Financial Management at university and has worked in the Accounting field for 8 years. Prior to Beresfords, she was the Accounting Division Head for Swissbake and PastaMatrix in Singapore for 4 years. Over the last 6 years, Alex has specific, in-depth SMSF industry knowledge. She is a certified SMSF Specialist and Practitioner by the SMSF Association and has an RG146 certification.

Alex Mercado

Associate Adviser

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