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.


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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James Beresford

Managing Director | Financial 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