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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Verified contacts
11
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
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no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- HB
Harry Bronn
Manager Financial Planning · Finance & Accounting
EmailPhone - AR
Arcci Relloso
HR & Operations · Human Resources
EmailPhone - EZ
Erica Zinnia Ibaviosa
Paraplanner · Finance & Accounting
EmailPhone - GT
Ganan Thiyakesan
Client Services Officer · Customer/Client Service
EmailPhone - GG
Gelo Gernandiso
IT Systems Administrator · Information Technology
EmailPhone - KR
Katrina Reyes
Client Services Officer · Customer/Client Service
EmailPhone - LG
Lara Gomez
Relationship Manager · Finance & Accounting
EmailPhone - ND
Nimfa de Los Santos
Paraplanner · Finance & Accounting
EmailPhone - JB
James Beresford
CEO · Other
EmailPhone
Showing 9 of 11 verified contacts
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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