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.

Trudi is a qualified and experienced Financial Adviser who is determined to make a real difference in your life. She does this by providing you with a smooth financial journey, so you always arrive at your dream destination.

Inspired by Jane Goodall, who said: “What you do makes a difference, and you have to decide what kind of difference you want to make,” Trudi knows that her clients are where she wants to do the most good.

Trudi works together with you to provide clarity when it comes to wealth management, because she knows that once you are armed with the right knowledge, you can make well-informed decisions that affect your life.

Being thorough and detail-oriented, Trudi listens to your aspirations and instils them into a comprehensive financial plan that uses your current situation as a starting point to get to where you want to be.

Trudi works with professional couples and business owners who are serious about expanding their wealth and making the most out of every investment. You’ll experience her ability to take customer service to another level, which allows you to feel comfortable trusting her to manage your wealth.

When working with Trudi, you’ll gain the benefits from someone who takes the time to understand your life goals and provide practical and sensible solutions that you feel most comfortable about pursuing.

You can rest assured that your finances are in the hands of a professional who has more than 20 years of experience in the field and makes transparency and sincerity a priority.

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Trudi Beresford

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