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James Beresford

James_Portfolio-PageJames is a dynamic and enthusiastic advocate of financial planning and the benefits which it provides to clients. James has been in the Financial Planning industry since 1993 and throughout that time has worked with AMP, Lend Lease and National Australia Bank before founding Investment Partners. James’ passion for financial planning is evident from the moment that you meet him.

Prior to moving into the financial services arena James studied Electrical Engineering at Swinburne University and Commerce at James Cook University. In 1998 James completed his Master of Commerce majoring in Financial Planning, and became a Certified Financial Planner (CFP).

As the Managing Director, James’ vision is for Investment Partners to be Australia’s number one Investment firm to and provide unbiased quality tailored advice to clients. He is committed to showing clients the powerful life-changing value of great Investment advice that can make dreams come true.