James Beresford

CEO at Beresfords Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
North Sydney, New South Wales, Australia, AU
Skills

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Bio

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Credentials

  • Certificate IV in Property Services (Real Estate)
    Australian Salesmasters
    Oct, 2012
    - Oct, 2024
  • Certified Financial Planner
    Financial Planning Association Australia
    Feb, 1997
    - Oct, 2024
  • Masters in Commerce ( Major in Financial Planning)
    Western Sydney University
    Jan, 1997
    - Oct, 2024

Experience

  • Beresfords Wealth Management
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • CEO
      • May 2016 - Present

    • Managing Director
      • May 1993 - May 2016

      An experienced fiduciary and investment business builder, James has originated funds and new funds management businesses. His 20+ years of high net worth personal wealth management and management experience covers a broad range of asset classes.James has strong interpersonal and communication skills. He is an experienced and effective leader and fund management professional. He has considerable business & investment acumen, yet also displays maturity and seasoned judgement developed through a career of successfully persuading and influencing fellow professionals and investment decision makers. James describes a sense of enjoyment and fulfilment when his opinion is sought as 'trusted investment counsel'.

  • Metal Manufacturers Limited
    • 1 - 100 Employee
    • Contracts Engineer
      • Mar 1989 - Oct 1992

Education

  • Australian Salesmasters
    Certificate IV Property Services (Real Estate), Real Estate
    2012 - 2012
  • University of Western Sydney
    Masters of Commerce, Financial Planning
    1997 - 1998
  • Swinburne University of Technology
    Electrical Engineering
    1987 - 1992

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