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VerifiedFinancial Services· Founded 1993

Beresfords Wealth Management

First and foremost, we are dream makers. We feel our clients’ hopes and fears, and we hold their dreams in our hearts. It is our unwavering desire to help as many people as we can live their best life experience Established 1993, Beresfords is an independent, boutique, fee-for-service wealth management firm, offering diversified financial services in Australia. From day 1, our goal is to educate and empower clients as we shine a light on what’s possible and guide the way to financial peace of mind. Our team, with years of experience and specialising in various areas of personal finance and investment, operates with integrity, transparency, and open communication. We are committed to exceeding our client’s expectations and preserving the trust they have given us over the years. It is with hard work, innovation, and expertise that we continue to guide our clients on their financial journeys. If you would like to join us and entrust our team with your financial dreams, please feel free to send us a message here or call us at 1800 688 688.

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Employees15(11 to 50)Annual revenue$10M to <$50MFounded year1993Websiteberesfords.com.auLinkedIn profileLinkedIn

Verified contacts

11

available on Kipplo

LinkedIn employees

15

11 to 50 range

Open roles

no listings

Distinct roles

9

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Beresfords Wealth Management

9 distinct titles indexed · top 9 shown.

  • 2client services officer
  • 2paraplanner
  • 1accountant
  • 1administrative assistant
  • 1ceo
  • 1hr & operations
  • 1it systems administrator
  • 1manager financial planning
  • 1relationship manager

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