Eagle Street office
Brisbane financial advisers
Turn financial complexity into a clearer next move. Whether you’re a business owner planning what comes after the business, a family helping a parent into aged care, or preparing for retirement yourself, the Brisbane team brings the right specialists into one conversation.
07 3012 8040
Advice in Brisbane
The right expertise, when it matters.
Brisbane families value advice that combines complex wealth capability with a clear, personal relationship.
Wealth and retirement
Investment, superannuation and retirement planning built around your goals and the life you want to live.
ExploreAged care advice
Understand care fees, the family home, the age pension and affordability before a care decision is made.
ExploreMoving to aged care
A practical path from assessment and costs through to implementation and ongoing support.
ExploreAccounting and tax
Accounting, tax and SMSF advice connected to your long-term financial plans.
ExplorePersonal insurance
Protect income, family commitments and business continuity when life does not go to plan.
ExploreEstate planning
Coordinate financial structures with legal advice so intentions, ownership and legacy stay aligned.
ExploreClient experiences
Supporting Brisbane clients
Meet the team
The people behind the advice.
Meet the financial advisers and aged care specialists who support Brisbane clients, backed by the expertise of the wider Alteris team.
Kate Golder
Executive Director and Head of Compliance
Kerri Mendl
Managing Adviser, Lifestyle and Care
Greg O’Reilly
Financial Adviser, Lifestyle and Care
Sean Bailey
Financial Adviser, Lifestyle and Care
Chloe Marinucci
Advice Associate
Cindy Jeeves
Manager, Technology and Innovation
Leah Whitford
Receptionist
Advice in depth
Retirement planning in Brisbane
Downsizing, relocating, helping family or transitioning out of work can affect your finances. Our Brisbane advisers explain how each choice may change your superannuation, investments, cashflow and Age Pension entitlements, then develop a strategy around the retirement lifestyle you want.
Investment advice and wealth management
Our investment approach draws on evidence and global research. We focus on asset allocation, diversification and investment costs, building a strategy that reflects your goals, timeframe and tolerance for risk as you grow wealth or prepare for retirement.
Superannuation and SMSF advice
Our Brisbane team works with retail super funds and SMSFs. We help you understand contribution strategies, investment structures and retirement income options, keeping your super connected to your long-term goals and reviewing its suitability as your circumstances change.
Visit the Eagle Street office
Visit us in the Brisbane CBD.
Meet with our team in Brisbane CBD or choose a video appointment if that’s more convenient. Wilson Parking at 12 Creek Street and the Riverside Centre car park are both close by, while the Riverside CityCat terminal is only a short walk away.
8:30 am to 5:00 pm
Common questions
Questions we are often asked.
Find answers about visiting our Brisbane office and arranging an appointment.
How are your fees structured in Brisbane?
Alteris works on a fee-for-service basis, so you pay for advice rather than product sales. Fees depend on the scope of the work and the complexity of your circumstances. We’ll explain the advice process, the work involved and the associated fees before you decide whether to proceed.
Where is the Alteris Brisbane office?
Our Brisbane office is located at Level 3, 145 Eagle Street, Brisbane QLD 4000, in the heart of Brisbane CBD and a short walk from the river.
Is it easy to park near Eagle Street?
Yes. Wilson Parking at 12 Creek Street and the Riverside Centre car park are both nearby. If you’re travelling by CityCat, the Riverside terminal is only a short walk away.
Can I arrange a video meeting instead?
Yes. We offer video appointments across all our advice services, allowing you to meet with an adviser from wherever is most convenient.
Do you advise on aged care in Brisbane?
Yes. Our Lifestyle and Care specialists work with Brisbane families on aged care fees, home care costs, decisions about the family home and Age Pension implications. Many clients are adult children helping a parent navigate the move into care.
Can you help with superannuation and insurance together?
Yes. Superannuation and insurance are often closely connected. We can review your super strategy alongside the insurance held inside or outside super, helping ensure your cover aligns with your broader financial objectives.
Talk to the Brisbane team
Meet with an Alteris adviser in Brisbane.
Whatever decision you’re facing, start with a conversation in the Brisbane CBD or by video.
07 3012 8040