Belford Wealth Management provides a comprehensive suite of wealth planning services in the areas of:
Investment portfolio management
Superannuation and retirement planning
Life, income protection, trauma & disability insurance
We provide advice on a comprehensive basis covering all the areas above, or, we can provide advice on a specific area only – whatever suits your requirements.
Our advisers are authorised representatives of Merit Wealth Pty Ltd, who is responsible for their conduct in providing these services.
Belford Wealth Management provides a total wealth planning and management solution.
Fundamental to this, are the following 3 core service philosophies:
(1) Where possible, investment portfolio management is conducted via DIRECT INVESTMENT
(2) Commitment to an ONGOING REVIEW PROGRAM
(3) Where possible, services are provided on a FEE FOR SERVICE basis.
George Dermentzis BCom (Melb) CA DipFP
(ASIC Adviser Number 291578) Authorised Representative of Merit Wealth Pty Ltd
George is a Director of Belford Wealth Management and a qualified Financial Adviser and Chartered Accountant.
He has been advising successful private business owners and professionals in all areas of wealth management since 1996. Previous roles include Portfolio Manager at one of Melbourne’s leading private wealth management firms, Financial Adviser and Accountant.
George established Belford Wealth Management in 2006 as an advice based firm, to provide a clear alternative in the predominantly product driven financial advisory industry.
Anastasia Dermentzis – B. Com CPA DFP
Anastasia is the Operations Manager and has been at Belford Wealth Management for two years. Prior to Belford Wealth Management, Anastasia spent over twenty years in large Global organisations gaining experience across the Oil Industry, Retail, Business Development, Sales and Pricing.
Anastasia has now brought her global experience to Belford Wealth Management.
Merit Wealth Pty Ltd
ABN 89 125 557 002
Australian Financial Services Licensee Licence No. 409361