About us
Alteris Financial Group provides financial advice 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.
Executive
Keith Jones
CEO
Kate Golder
Executive Director and Head of Compliance
Lisa Fuentes
Chief Operating Officer
Carl Dennis
Chief Risk Officer
Andrew Biviano
Head of Advice
Naomi Holmes
Head of Client Engagement
Don O’Brien
Head of Accounting
Meet the team
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.