Bolsover Street office
Rockhampton financial advisers
Build a financial plan that supports the life you want to live. From wealth and retirement planning to accounting, aged care and insurance, the Rockhampton team brings the right expertise into one conversation.
1800 679 000
Advice in Rockhampton
Financial planning for Rockhampton and Central Queensland.
Local relationships, backed by the broader expertise of the Alteris team.
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 Rockhampton clients
Client experiences across the Alteris group.
Meet the team
Local advice, backed by a wider team.
Meet the staff Rockhampton and Central Queensland clients work with, backed by the broader expertise of the Alteris team.
Allan McGregor
Financial Adviser
Nicole Brown
Advice Associate
Ben Perfect
Risk and Compliance Manager
Rebecca Smith
Client Services Manager
Hayden Searles
Marketing and Communications Coordinator
Natasha Kuhl
Portfolio Administrator
Katrina Tearle
CHESS Administrator
Bronwyn Nunn
Portfolio Administrator
Advice in depth
Retirement planning in Rockhampton
As work slows down, you may be considering travel, a move or helping family financially. Our Rockhampton advisers model the implications for your income, investments and Age Pension entitlements, helping you build a retirement plan around the lifestyle you want.
Investment advice and wealth management
We take a disciplined, diversified approach to building and protecting wealth. Our investment strategies focus on asset allocation, costs and risk rather than short-term market movements, with decisions guided by your goals, circumstances and plans for future generations.
Superannuation and SMSF advice
Our Rockhampton team helps you understand retail super funds and SMSFs, whether you are considering a new fund or reviewing an existing structure. We bring contribution strategies, tax considerations and retirement income planning together around your long-term financial goals.
Visit the Bolsover Street office
Plan your visit
Meet with our team in Rockhampton or choose a video appointment if that’s more convenient. Dedicated client parking is available at the rear of the building, with additional street parking on Bolsover Street and surrounding streets.
8:30 am to 5:00 pm
Common questions
Questions we are often asked.
Find answers about visiting our Rockhampton office and arranging an appointment.
How much does financial advice cost in Rockhampton?
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 Rockhampton office?
Our Rockhampton office is located at Suite 4, 103 Bolsover Street, Rockhampton QLD 4700, in the heart of the CBD.
Is it easy to park at the office?
Yes. Dedicated client parking is available at the rear of the building, with additional street parking on Bolsover Street and surrounding streets.
Do I have to come into town for an appointment?
No. We offer video appointments across all our advice services, allowing clients throughout Central Queensland to meet with an adviser wherever they’re located.
Can you help with superannuation for business owners and primary producers?
Yes. Our team advises on both retail superannuation funds and self-managed super funds (SMSFs), helping clients understand their options and make informed decisions. We consider contribution strategies, tax implications and retirement objectives as part of your broader financial plans.
Do you advise on aged care in Central Queensland?
Yes. Our Lifestyle and Care specialists help families across Central Queensland understand aged care fees, home care costs, decisions about the family home and Age Pension implications. Advice can be provided in person or by video, wherever family members are located.
Talk to the local team
Meet with an Alteris adviser in Rockhampton.
Start with a conversation, in the office or from wherever you are in Central Queensland.
1800 679 000