About us

Alteris Financial Group provides financial advisory and management for individuals and families across generations. We help you grow and preserve your wealth, unlock value through good tax structuring, and retire and live well by helping you make the right financial decisions. We offer a full lifecycle of financial services including wealth management, accounting, retirement living and aged care financial advice. With offices in Sydney and Brisbane, and a team of more than 40 people, we are proud of our reputation, service and performance.


Keith Jones


Kate Golder

Executive Director and Head of Risk and Compliance

Lisa Fuentes

Chief Operating Officer

Naomi Holmes

Head of Wealth and Accounting

Andrew Biviano

Head of Lifestyle and Care

Our investment approach

Alteris Financial Group has a well-defined philosophy which guides our investment decisions. We aim to deliver sustainable investment returns while preserving capital and managing downside risk. This ensures that we maximise the balance between risk and return. Our approach is flexible, and always aligned with the needs and life stage of our clients.

Leading financial advice in retirement living and aged care

Our Lifestyle and Care team can help you navigate through the complexities of the aged care system and empower you to make informed decisions. Our specialist advisers are aged care specialists who can assist you to make a challenging transition for your loved one with confidence.

Peace of mind at every stage, for life

Alteris has assisted clients to realise their dreams and achieve their financial goals for more than 25 years. We enjoy working closely with our clients to manage all aspects of their financial and life journey and take pride in helping them enjoy the freedom that financial security brings.