The Gresham Wealth Team

Our dynamic team applies their specialist expertise to clients’ personal circumstances to formulate a financial roadmap to reach their individual and business goals.

A Family in Business
Our family has served the community by providing tailored, personal financial services to generations of clients
An Inherited History
The Gresham Wealth family has grown, with wealth creation and client service a thread through the decades
A Wealth of Experience
Our team’s experience is matched by a drive to expand our knowledge and innovate for relevant, meaningful advice & outcomes
Start Planning Your Financial Future Today

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Introducing The Gresham Wealth Team

The high calibre of the professionals on our team work to world-class standards, making a meaningful difference to our clients. 

Mark Daniel

Director, Gresham Wealth
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Derek Brauteseth

Director, Gresham Wealth
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Jessica Rich

Advisor/Portfolio Manager
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Guy Morrison

Advisor/Portfolio Manager
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Lisa Daniel

Finance and Operations
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Gwen Jonck

Compliance and Operations

Sharmin Lakhan

Fiduciary Services