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James Beresford

Beresfords Wealth Management

Gold
30 Yrs Experience
North Sydney, NSW 2060

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
My fees
Get in touch

We are a boutique, fee-for-service company.

At a glance

  • Adviser status Gold
  • First year providing advice 1995
  • Years of experience 30
  • Highest qualification
    • Master of Commerce (Financial Planning)
  • Language spoken
    • English

Beresfords Wealth Management

Suite 3, Level 2, 201 Miller Street
North Sydney, NSW 2060

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Blicensed Pty Ltd

AFSL 318930