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.

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.

Scott Marshall

Head of Investments

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