Financial Adviser · SYDNEY, NSW

Trudi Jane Beresford

28 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001005116

Trudi Jane Beresford is a financial adviser based in Sydney, New South Wales, with 28 years of experience in the financial services industry. Trudi is currently authorised under Ep Financial Services Pty Ltd. Trudi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Masters of Commerce (Financial Planning) from University of Western Sydney. Trudi is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Managed Discretionary Accounts (Advice and Arrange only)

Authorised to provide tax financial advice services

Qualifications and Training

1993

Bachelor of Economics

University of Newcastle

1999

Masters of Commerce (Financial Planning)

University of Western Sydney

2012

Diploma Finance / Mortgage Broking Management

Intellitrain

2015

Certificate IV Accounting

National Finance Institute

Registration History

Ep Financial Services Pty Ltd

Feb 2026 - Present Current

Managed Discretionary Accounts (Advice and Arrange only)

Blicensed Pty Ltd

Jul 2012 - Oct 2025 Ceased

Blicensed Pty Ltd

Apr 2008 - Oct 2025 Ceased

Source: ASIC Financial Advisers Register