Trudi Beresford – Senior Mortgage Broker & Managing Director
With over 20 years experience in the Financial Services Industry Trudi has a wealth of knowledge which has contributed to her ability to deliver quality Lending and Finance Solutions to her personal and commercial clients. Trudi’s background in Financial Planning led to a natural progression in founding our Lending Business, Bfinanced, in 1998.
Trudi’s wealth of experience across Lending, Financial Planning, Real Estate & Accounting ensures that our Lending Solutions for clients reflect consideration of the clients total position, rather than focusing only on the debt solution.
Her experience is supported by her educational qualifications which include a Bachelor of Economics, Masters of Commerce (Financial Planning), Diploma of Finance (Mortgage Broking), Diploma of Real Estate, Certificate IV Accounting – in addition Trudi is an Accredited Mortgage Consultant, Certified Financial Planner and Justice of the Peace.
Trudi is passionate about helping clients and is proud of the integrity with which our services are delivered. We understand the importance of getting your home loan or other finance needs just right and are proud to know that we can take the stress out of finding the right loan for you.
Kate Cortez – Manager, Finance
Kate was appointed Finance Manager for BFinanced in 2013. In this capacity Kate has been responsible for a wide range of responsibilities involving business and financial affairs and has been heavily involved in the administration and presentation of fiscal and business issues of the company.
As Finance Manager, she is responsible for the company’s accounting, investments, payroll and purchasing.
Kate holds a degree in Commerce majoring in Accounting and brings over 10 years of experience along with a professional and pleasant manner adding great value and depth to the company.