Alteris is proud to announce Head of Wealth and Accounting Kate Golder has been named one of Australia’s top 100 financial advisers.
The list is compiled annually by the Australian newspaper and US financial investment publication Barron’s. Advisers are evaluated by an exhaustive survey and participation is invitation only. Rankings are then calculated based on client assets managed by the adviser, fees and revenue generated by their business, and the quality of the adviser’s business.
The quality-of-practice category assessed several factors including an adviser’s experience, credentials, client-service resources, and charitable and philanthropic work.
Responses are then evaluated by an advisory board made up of representatives from across the industry.
Kate said she was honoured to be named on the list.
“It was flattering to be asked to participate so to actually make the final 100 was both surprising and gratifying,” Kate said.
“The real honour for me is the wonderful clients I’m proud to work with at Alteris.”
Congratulations Kate on your well-deserved recognition!
