Award Season at Alteris

It’s been an exciting award season at Alteris, and we’re thrilled to share the recognition our team has received across multiple categories. These achievements reflect the dedication and expertise of our team as we continue to provide quality financial advice and support to our clients.

The Australian’s Top 150 Financial Advisers

A special congratulations to Kate Golder and Alex O’Brien, who have been recognised for their exceptional work in 2024 by being named in The Australian’s Top 150 Financial Advisers. This list, curated by Barron’s in partnership with The Deal, reflects the best in the industry, considering factors like client assets managed, revenue, and overall quality of advice.

IFA Excellence Awards 2024

Paraplanner of the Year – Finalist

We’re proud to announce that Janice Prawira has been named a finalist for the IFA Paraplanner of the Year Award. After moving from Indonesia to Australia to study at the University of Wollongong, Janice earned a Bachelor of Commerce in Accountancy and has built a thriving career in financial services. As a paraplanner, Janice’s role involves completing research on products and strategies for client portfolios and writing meaningful and concise statements of advice. With over seven years of experience as a paraplanner, Janice excels in collaboration and attributes part of her success to the support of the Alteris team. Congratulations, Janice!

Self-Licensed Firm of the Year – Finalist

Alteris Financial Group has been recognised as a finalist for the IFA Self-Licensed Firm of the Year award. This honour reflects the dedication and professionalism of our team in advancing the financial advice profession. Being selected as a finalist underscores our commitment to excellence and our clients’ success.

Aged Care Steps – Adviser of the Year Awards 2024

Aged Care Advice Program of the Year – Finalist

We were excited to be named a finalist for the Aged Care Steps – Aged Care Advice Program of the Year award. While we didn’t take home the award as we did in 2022 and 2023, we’re very proud to be recognised alongside other inspiring leaders in this field. A huge thank you to our Lifestyle and Care team for their dedication and passion in guiding families through the complexities of aged care.

Women in Finance Awards 2024

Employer of the Year (SME) – Finalist

This award recognises financial services firms that demonstrate a strong commitment to gender diversity and the advancement of women. At Alteris, we believe in creating a supportive workplace with initiatives like equal pay, flexible working arrangements, and tailored career development opportunities for women. Being a finalist highlights our commitment to fostering an inclusive environment that benefits both individuals and the business.

Women’s Community Program of the Year – Finalist

Our focus on community engagement has also been recognised, with Alteris Women being named a finalist for the Women’s Community Program of the Year award. This award celebrates our efforts to create impactful social programs for women, with tangible benefits both for the community and our business. We’re proud to support initiatives that make a meaningful difference in the lives of women across Australia.

At Alteris, we’re proud to be recognised across such a diverse range of categories. These accolades highlight our ongoing commitment to excellence, innovation, and making a difference in the lives of our clients and community.