Awards Season at Alteris – 2025

This year has seen Alteris recognised across multiple industry awards, and we’re excited to share these achievements. From individual excellence to innovative programs, these honours reflect the expertise and commitment that drive us to deliver clear, confident financial advice and meaningful support to our clients and their families.

The Australian’s Top 150 Financial Advisers

We’re proud to congratulate Kate Golder and Alex O’Brien for being named among The Australian’s Top 150 Financial Advisers for 2025. Kate has achieved this honour for an impressive six consecutive years, from 2020 through to 2025. Alex has also been recognised for the second year running, appearing on the list in both 2024 and 2025.

Curated by Barron’s in partnership with The Deal, these rankings highlight the best in the profession based on client assets managed, revenue, and the overall quality of advice—a testament to Kate and Alex’s leadership and unwavering commitment to excellence for their clients.

IFA Excellence Awards 2025

Janice Prawira, Paraplanner of the Year – Finalist

For the second consecutive year, Janice Prawira has been named named a finalist for the IFA Paraplanner of the Year Award. As a paraplanner, Janice’s role involves completing research on products and strategies for client portfolios and writing meaningful and concise statements of advice. Janice’s technical expertise and meticulous approach to crafting high-quality advice documents make her an invaluable member of our team. Her dedication ensures our advisers have the tools they need to deliver outstanding outcomes for clients. Congratulations, Janice!

Aged Care Steps – Adged Care Advice Initiative of the Year

Aged Care Advice Initiative of the Year – Winner

We are honoured to have won the 2025 Aged Care Advice Initiative of the Year for our innovative Client Nurture Campaign. Over the last year, we expanded our leadership in aged care advice with a program that reframed how families receive information during stressful decision periods.

Our initiative combined digital communication, educational resources, and an enhanced web experience to help families reach out earlier and with greater confidence. The result is a proven model showing that high-quality aged care advice can be delivered with clarity, empathy, and strong strategic foundations.

This achievement underscores our commitment to helping families navigate the aged care process with confidence and care.

Women in Finance Awards 2025

Alteris Women – Women’s Community Program of the Year – Finalist

Our commitment to empowering women has been recognised with Alteris Women nominated as a finalist for Community Program of the Year at the Women in Finance Awards. Through events in Sydney, Rockhampton, Melbourne, and Brisbane, we’ve created spaces where women can openly discuss money, share experiences, and build valuable networks. To date, Alteris Women has reached, inspired, and connected with more than 1,000 women across Australia, helping to foster confidence and meaningful conversations about financial wellbeing.

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.