My career in Wealth Management began in the early 1990s. In 1993, I founded Beresfords Wealth Management. I believe my passion for financial planning will be evident from the moment that we meet.
As the Managing Director, of Beresfords, I lead the whole team to be, not only profoundly professional, but to always strive to be considered the very best in the industry. I am proud to have built a culture that empowers every member of the team to be innovative and continually seek better ways of doing things - always with the greatest integrity and empathy with our clients, providing unbiased, quality, tailored advice.
I am absolutely committed to showing clients how the powerful, life-changing value of great financial planning can really make their dreams come true.
I spend much of my spare time dedicated to self-growth, continual learning, and I love spending time with my family, enjoying the great outdoors, camping and travelling.
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Expertise
My feesGet in touchWe are a boutique, fee-for-service company.
At a glance
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Adviser status
Gold
- First year providing advice 1995
- Years of experience 30
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Highest qualification
- Master of Commerce (Financial Planning)
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Language spoken
- English
Beresfords Wealth Management
Suite 3, Level 2, 201 Miller StreetNorth Sydney, NSW 2060

Opening hours
- 8:30am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Blicensed Pty Ltd
AFSL 318930
