James Beresford CFP®

James Beresford CFP®

About Me

My career in Wealth Management began in the early 1990s and 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 always striving to be considered 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.

Areas of Focus

  • Aged care
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 30 Years
  • Licensed By
    Licensed By Blicensed Pty Ltd
CERTIFIED FINANCIAL PLANNER®