Melbourne Financial Advisers
Consider us your trusted partner for financial planning in Melbourne. Visit our Camberwell office to start the conversation.
For Melbourne families seeking financial confidence, our goal is simple: to help you structure your wealth so it supports your lifestyle, rather than dictating it.
At Alteris, we believe true peace of mind comes from having a clear financial roadmap—one that considers everything from property market fluctuations to intergenerational wealth transfer. Our approach goes beyond generic advice, focusing instead on tailored strategies designed around your unique circumstances and long-term goals.
Whether you’re navigating the complexities of aged care for a parent or planning how to structure your own assets for the future, we’re here to guide you every step of the way.
Why Melbourne families trust Alteris
We understand that wealth is more than a balance sheet. For our clients, it’s the foundation of family, freedom and legacy. At Alteris, we call this philosophy “Prosperity, for life.”
Since 1998, Alteris has evolved from a small practice into a premier wealth management firm by consistently putting service before sales.
In a financial landscape often dominated by large institutions, we remain proudly privately owned and self‑licensed. Our advice is independent, transparent and focused solely on serving your best interests.
Melbourne families choose us for the technical capability of a larger firm combined with the care and attention of a boutique practice. With decades of combined specialised experience in aged care and wealth management, we support families through complex and emotional transitions with financial clarity.
We don’t believe in pressure; we believe in partnership. Through initiatives like the Alteris Women community, we are building financial knowledge, trust and long‑term relationships across Victoria.
Comprehensive financial planning services in Melbourne
Wealth Management
Robust investment strategies built on evidence and research to protect and grow your capital.
Aged Care Financial Advice
Expert navigation of aged care fees, Centrelink, and asset structuring to minimise stress and costs.
Retirement Village Living
Independent contract reviews and cost analysis for retirement villages to help you move with certainty.
Accounting and Tax
Streamlined accounting and tax planning to ensure your financial world is tax-efficient and compliant.
Personal Insurance
Tailored protection plans to secure your family’s lifestyle against illness, injury, or unforeseen events.
Lending and Finance
Strategic debt advice and access to 20+ lenders for home, investment, and business loans.
Investment advice and wealth management
Preserving and growing wealth in today’s volatile market calls for a calm, evidence‑based approach. At Alteris, we look beyond daily headlines to focus on the factors that truly drive long‑term investment returns, asset allocation, cost management and diversification.
Our Melbourne team understands that no two portfolios should look the same. You may be a business owner in Hawthorn seeking to diversify beyond your company, or a family in Brighton focused on preserving capital for the next generation.
Whatever your objective, we design investment structures aligned to your risk appetite and time horizon, ensuring your money is working as hard as you do.
Retirement planning in Melbourne
Retirement is no longer the finish line for Australian families, it’s a new chapter waiting to be written. For many of our clients, that means rethinking what their lifestyle looks like in the years ahead.
This might involve downsizing from a family home in Malvern to a city apartment, or spending more time at a property on the Mornington Peninsula. Whatever your vision, these decisions carry both lifestyle and financial implications.
We remove the uncertainty by modelling different scenarios, so you can clearly see how your cashflow may change, how to optimise your Age Pension eligibility, and how to protect your purchasing power against inflation.
With a clear plan in place, you can stop worrying about the numbers and start enjoying the freedom you’ve worked hard to achieve.
Superannuation and SMSF specialists
Australia’s superannuation system is among the best in the world, but it’s also highly complex. Without the right structure in place, you may be missing out on valuable tax advantages and long‑term compounding growth.
Our specialists in Camberwell have deep expertise across both retail superannuation funds and Self‑Managed Super Funds (SMSFs). We cut through the technical jargon to ensure your super strategy is compliant, cost‑effective, and aligned with your broader wealth objectives.
From advanced contribution strategies to property investment within SMSFs, we provide the local expertise you need to maximise your retirement savings.
Meet the Melbourne Team
Gary Gleeson
Managing Adviser
Tracey Briggs
Senior Financial Adviser
Michael Duffy
Senior Financial Adviser
Hannah Smith
Project Specialist
Mona Pham
Client Services Manager
Enny Jusuf
Client Services Manager
Eve Yap
Client Services Manager
Yan Li
Systems Developer
Frequently Asked Questions
How much does a financial adviser in Melbourne cost?
We believe in total transparency. We operate on a fee-for-service model, so you know exactly what you’re paying for: advice, not product sales. Our fees are determined by the complexity of your needs, from straightforward retirement plans to intricate aged care strategies.
Is there parking at your Camberwell office?
Yes! In addition to Camberwell Road’s street parking, there is a two hour parking lot located behind our building, with access from Butler Street. It’s also a short walk to Camberwell Shopping Centre, while the #70, #72, and #75 trams all have stops nearby.
Can I meet you online instead of coming to the office?
Absolutely! We know Melbourne traffic can be unpredictable. While we love welcoming clients to our Camberwell office, we offerfull video conferencing capabilities for all appointments, allowing you to get expert advice wherever you may be.
Visit our Melbourne Office
Level 3, 293 Camberwell Road,
Camberwell VIC 3124
Opening Hours
Monday – Friday:
8:30AM – 5:00PM