Keith Jones is the founder and CEO at Alteris Financial Group, one of Australia’s leading boutique wealth management companies. With extensive experience in private wealth management, Keith’s leadership has seen Alteris rise to prominence as a recognised industry leader in lifecycle planning, working with clients in accounting, financial planning, asset management and aged care financial advice.
Keith is widely recognised for his strong relationships with clients and expertise in wealth structuring, investment management, executive remuneration and intergenerational wealth transfer. As head of the firm’s Investment Committee, Keith is responsible for overseeing Alteris’ high-quality, uniform approach to strategic asset allocation. He is also a Responsible Manager on Alteris’ Financial Services License.
Keith holds a Master of Economic Studies and a Bachelor of Arts with a Double Major in Economics. He has also completed a Diploma of Financial Planning. Keith’s expert views are regularly sought by media outlets and the financial services industry, and he was a regular panelist on Sky News Business before the channel was closed.