Spending power
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Spending power
Key facts
Counted staff
15
self-reported 11–50 band
Founded
1993
33 years
Registry matches
1
ABR
Office countries
2
4 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Legal entity
1 brand → 1 possible registrationMatched by name against ABR, so this is a candidate list, not a confirmed identity. Confidence and match method are shown against every row.
BERESFORDS WEALTH MANAGEMENT PTY LTD
ABN34153990660
Legal entities
Show as table · Beresfords Wealth Management: 1 registry entity
| BERESFORDS WEALTH MANAGEMENT PTY LTD | ABN 34153990660 |
|---|---|
| Confirmed matches | 0 of 1 |
A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.
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.
Specialties
All 5 specialties
- Strategic Financial Planning
- Retirement & Estate Planning
- Superannuation & Self Managed Super Fund Specialist
- Investment Advice
- wealth management
Related specialties
Locations
2
Countries with an office address4 addresses on record
AustraliaUnited States
Country footprint
Show as table · Offices in 2 countries
| Countries | 2 |
|---|
All codes: AU US
Addresses
- AULevel 28; 303 Collins Street; Melbourne, VIC 3000
- USLevel 6; 39 London Circuit; Canberra, ACT 2600
- AULevel 20; 300 Queen Street; Brisbane, QLD 4000
- AU75 Pitt St; Sydney, New South Wales 2000Primary
Grid intelligence Members
Signals & hiring
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Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Names are withheld until a consented source exists.
FAQ
Which legal entity operates under Beresfords Wealth Management?
One New South Wales entity on the ABR: BERESFORDS WEALTH MANAGEMENT PTY LTD (ABN 34 153 990 660), medium confidence.
How many people work at Beresfords Wealth Management?
15 counted staff profiles at January 2026, inside the self-reported 11–50 band.
Where does Beresfords Wealth Management have offices?
Four addresses on record across 2 countries. Primary: 75 Pitt St, Sydney, New South Wales 2000.
Has Beresfords Wealth Management raised funding?
None linked to this brand.
What does Beresfords Wealth Management list as its specialties?
Five tags on the brand's own list, among them investment advice and wealth management.
Which companies are listed alongside Beresfords Wealth Management?
6 profiles list Beresfords Wealth Management as a peer — 76th percentile in Financial Services. It lists ten peers of its own. York Wealth Management and Jefferson & Shea Group list it back.