Trudi Jane Beresford
Financial Adviser in Sydney, New South Wales, Australia
Review Trudi Jane Beresford
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001005116
- Location
- Sydney NSW 2000
- Licensee
- Ep Financial Services Pty Ltd (AFSL 325252)
- Authorised since
- 18 February 2026
- First provided advice
- 1998
- Qualifications
- Bachelor of Economics, University of Newcastle (1993); Masters of Commerce (Financial Planning), University of Western Sydney (1999); Diploma Finance / Mortgage Broking Management, Intellitrain (2012); Certificate IV Accounting, National Finance Institute (2015)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Managed Discretionary Accounts (Advice and Arrange only)
- Tax (financial) advice
- Yes
- Register status
- Current
About Trudi Jane Beresford
Trudi Jane Beresford is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001005116.
Advice is given under the Australian financial services licence of Ep Financial Services Pty Ltd, licence number 325252. The current authorisation started on 18 February 2026.
The register records 1998 as the year Trudi first provided financial advice. The qualifications listed for Trudi include Bachelor of Economics (University of Newcastle, 1993), Masters of Commerce (Financial Planning) (University of Western Sydney, 1999) and Diploma Finance / Mortgage Broking Management (Intellitrain, 2012). Trudi is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Managed Discretionary Accounts (Advice and Arrange only).”
Reviews
Nobody has reviewed Trudi Jane Beresford here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Trudi Jane Beresford a registered financial adviser?
Yes. Trudi Jane Beresford is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005116.
Which licensee does Trudi Jane Beresford work under?
Ep Financial Services Pty Ltd, Australian financial services licence 325252.
What can Trudi Jane Beresford give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Managed Discretionary Accounts (Advice and Arrange only)."