Camberwell office
Melbourne financial advisers
Build, manage and enjoy your wealth with a plan that reflects the life you want to live. Meet with the Alteris team in Camberwell for retirement, wealth, aged care and accounting advice.
1800 804 431
Advice in Melbourne
Financial advice for every stage of life.
The decisions that shape your financial future rarely exist in isolation. Alteris combines the personal service of a boutique firm with the depth of expertise needed for more complex financial decisions.
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 Melbourne clients
Meet the team
A local team, supporting you
Meet the advisers and specialists who support individuals and families across Melbourne.
Gary Gleeson
Managing Adviser
Tracey Briggs
Senior Financial Adviser
Michael Duffy
Senior Financial Adviser
Hannah Smith
Projects Specialist
Enny Jusuf
Client Services Manager
Eve Yap
Client Services Officer
Yan Li
Systems Developer
Advice in depth
Retirement planning in Melbourne
Retirement can bring more time for travel, family or a change of home. Our Melbourne advisers model different scenarios so you can understand how cashflow, Age Pension entitlements and retirement income may support the choices you want to make.
Investment advice and wealth management
We look beyond daily headlines to asset allocation, diversification and investment costs. Your portfolio reflects your goals, time horizon and tolerance for risk, connecting decisions about building wealth or supporting the next generation with your broader financial plan.
Superannuation and SMSF advice
Our Camberwell team helps clients navigate both retail superannuation funds and SMSFs. From contribution strategies to retirement income planning, we explain the options and trade-offs so you can make informed decisions and keep your super aligned with your financial objectives.
Visit the Camberwell office
Plan your visit.
Meet with our team in Camberwell or choose a video appointment if that’s more convenient. Street parking is available along Camberwell Road, with a two-hour car park behind the building accessed via Butler Street. Tram routes 70, 72 and 75 stop nearby, and Camberwell Shopping Centre is a short walk away.
8:30 am to 5:00 pm
Common questions
Questions we are often asked.
Find answers about visiting our Camberwell office and arranging an appointment.
How much does a financial adviser in Melbourne cost?
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 Melbourne office?
Our Melbourne office is located at Level 3, 293 Camberwell Road, Camberwell VIC 3124. We are a short walk from Camberwell Shopping Centre, with tram routes 70, 72 and 75 stopping nearby.
Is there parking at the Camberwell office?
Yes. Street parking is available along Camberwell Road, and a two-hour car park is located behind the building with access via Butler Street.
Can I meet online instead of visiting Camberwell?
Yes. We offer video appointments across all our advice services, allowing you to meet with an adviser from anywhere in Victoria.
Can you help with retirement planning in Melbourne?
Yes. Retirement is one of the most common reasons Melbourne clients contact us. We help people understand how superannuation, investments, retirement income and Age Pension entitlements fit together, so they can make informed decisions about the years ahead.
Do you advise on aged care for a parent?
Yes. Our Lifestyle and Care specialists help families understand aged care fees, the family home, Age Pension implications and care affordability before decisions are made, then provide support through implementation.
Start the conversation
Meet with an Alteris adviser in Melbourne.
Tell us what you are planning, and the team will connect you with the right adviser.
1800 804 431