Beresfords Wealth Management Revenue

Financial Services • Sydney, New South Wales, Australia • 11-20 Employees

Beresfords Wealth Management revenue & valuation

Annual revenue	$321,257
Revenue per employee	$23,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Beresfords Wealth Management

James Beresford

Ceo

Company overview

Headquarters	75 Pitt St, Sydney, New South Wales 2000, AU
Phone number	+611800688688
Website	beresfords.com.au
NAICS	52
SIC	628
Keywords	Investment Advice, Strategic Financial Planning, Wealth Management, Retirement & Estate Planning
Founded	1993
Employees	11-20
Socials

Beresfords Wealth Management Email Formats

Beresfords Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@beresfords.com.au), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@beresfords.com.au	66.7%
{first name}{last name}	johndoe@beresfords.com.au	33.3%

About Beresfords Wealth Management

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.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Beresfords Wealth Management has 8 employees across 7 departments.

Departments

Number of employees

Funding Data

Beresfords Wealth Management has never raised funding before.

Beresfords Wealth Management Tech Stack

Discover the technologies and tools that power Beresfords Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Slick

JavaScript libraries

Swiper

JavaScript libraries

jQuery UI

JavaScript libraries

Module Federation

Miscellaneous

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

GeneratePress

WordPress themes

PHP

Programming languages

HSTS

Security

Frequently asked questions

Beresfords Wealth Management is located in Sydney, New South Wales, AU.

You can reach Beresfords Wealth Management at +611800688688.

Beresfords Wealth Management generates an estimated annual revenue of $321,257. This revenue figure reflects the company's market position and business performance in its industry.

Beresfords Wealth Management has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Beresfords Wealth Management was founded in 1993, making it 33 years old. The company has established itself as a significant player in its industry over this time.

Beresfords Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Beresfords Wealth Management

James Beresford

Ceo

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