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

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Years of Experience 30 Years
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Licensed By Blicensed Pty Ltd
