Beresfords Wealth Management

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Quick try with Arcci Relloso from beresfords.com.au
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Beresfords Wealth Management company description

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.

Key Employees

  • Arcci Relloso
    HR & Operations
  • James Beresford
    CEO
  • Lara Gomez
    Director of Operations and Culture

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New team members of Beresfords Wealth Management

Harry Bronn
Manager Financial Planning
Muhammad Mustafa
AI Consultant
Angelo Gernandiso
IT Systems Administrator
Nimfa De Los Santos
Paraplanner
Katrina Reyes
Client Services Officer
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