Respect: Live by the Golden Rule


TRUDI BERESFORD

Chief Finance & Operations Officer

Financial planning has always been about people, and no one understands that better than Trudi Beresford. Her approach to everything, from personal insurances to superannuation, is tailor fitted to your goals and your dreams.

In fact, it was this mindset that brought Trudi to her true calling. During her short career in Industrial Relations, she was disillusioned by the chronic win-loss scenario which plagued that field. Thankfully, she found her way to personal wealth management. Here, her compassion for her clients and undeniable tenacity at her job made her a rockstar and earned her the win-win outcomes she was missing in her previous career.

To complement her positive outlook, she also has a degree in Economics, a Masters from the University of Western Sydney and is a Certified Financial Planner. Not to mention, Trudi has worked with Mercantile Mutual (now ING), Colonial and Merrill Lynch — as their highest qualified financial planner for Asia Pacific.

Trudi Beresford is truly the epitome of a strategic financial planner who will always have your best interest at heart.

Something Weird that Makes Her Happy

  • Pizza and movie night with her family on a Friday night, Traveling – being outdoors and exploring

Fun Facts

  • Loves cooking
  • Playing tennis on her free time
  • Loves to read and learn

Inspired by

  • Jane Goodall
  • Maya Angelou
  • Her kids

Don't judge each day by the harvest you reap but by the seeds that you plant.

-Robert Louis Stevenson


Respect: Live by the Golden Rule


TRUDI BERESFORD

Chief Finance & Operations Officer

Financial planning has always been about people, and no one understands that better than Trudi Beresford. Her approach to everything, from personal insurances to superannuation, is tailor fitted to your goals and your dreams.

In fact, it was this mindset that brought Trudi to her true calling. During her short career in Industrial Relations, she was disillusioned by the chronic win-loss scenario which plagued that field. Thankfully, she found her way to personal wealth management. Here, her compassion for her clients and undeniable tenacity at her job made her a rockstar and earned her the win-win outcomes she was missing in her previous career.

To complement her positive outlook, she also has a degree in Economics, a Masters from the University of Western Sydney and is a Certified Financial Planner. Not to mention, Trudi has worked with Mercantile Mutual (now ING), Colonial and Merrill Lynch — as their highest qualified financial planner for Asia Pacific.

Trudi Beresford is truly the epitome of a strategic financial planner who will always have your best interest at heart.

Something Weird that Makes Her Happy

  • Pizza and movie night with her family on a Friday night, Traveling – being outdoors and exploring

Fun Facts

  • Loves cooking
  • Playing tennis on her free time
  • Loves to read and learn

Inspired by

  • Jane Goodall
  • Maya Angelou
  • Her kids

Don't judge each day by the harvest you reap but by the seeds that you plant.

-Robert Louis Stevenson


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