Sydney CBD office
Sydney financial advisers
Bring your wealth, retirement, aged care and family decisions into one conversation. Our Sydney team connects financial planning, aged care advice, accounting, insurance and lending from one office above Wynyard Park.
02 8078 0888
Connected advice
One Sydney team, the full picture.
Life rarely arrives in neat service categories. A retirement plan can touch tax, investments, the family home and the support you provide across generations. Alteris brings the right specialists into the same conversation, so your strategy works together and the next steps are clear.
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 Sydney clients
Meet the team
Meet the Sydney team
Meet the advisers and professionals who support Sydney clients across wealth, retirement, aged care and tax.
Kate Golder
Executive Director and Head of Compliance
Ben Graham
Managing Adviser
Alex O’Brien
Senior Financial Adviser
Amy Atkinson
Senior Financial Adviser
Bronwen Batty
Senior Financial Adviser
Gabriel Fernandes
Senior Financial Adviser
Irene Chau
Senior Financial Adviser
Ronald Tyler
Financial Adviser, Lifestyle and Care
David Sellers
Financial Adviser, Lifestyle and Care
Rhys Foan
Financial Adviser, Lifestyle and Care
Advice in depth
Retirement planning in Sydney
Downsizing, relocating or helping family can change your retirement plans. Our Sydney advisers model how your capital, income and Age Pension entitlements may work together, helping you understand the financial implications of each choice and plan for the lifestyle you want.
Investment advice and wealth management
A considered strategy matters more than the latest market trend. We build diversified portfolios grounded in research and your broader financial plan, whether you are growing wealth, preparing for retirement or managing assets across generations.
Superannuation and SMSF advice
Our Sydney CBD team helps you compare retail super funds and SMSFs, including the trade-offs of greater control or a professionally managed fund. We consider tax, investment structure and retirement objectives so your super supports your long-term goals.
Visit the Sydney office
Conveniently located in Sydney CBD
Meet us in the CBD overlooking Wynyard Park or choose a video appointment if that suits you better.
Sydney NSW 2000
8:30 am to 5:00 pm
Common questions
Questions we are often asked.
How much does a financial adviser in Sydney cost?
Alteris works on a fee-for-service basis, so you pay for advice rather than product sales. Because every family’s circumstances are different, fees depend on the scope of the work. We’ll explain the advice process, the work involved and the associated fees before you decide whether to proceed.
Where is the Alteris Sydney office?
Our Sydney office is located at Level 11, 60 Carrington Street, Sydney NSW 2000, overlooking Wynyard Park in the CBD. We are a short walk from Wynyard Station and the light rail. If you’re driving, Wilson Parking on Clarence Street (entry via York Lane) is nearby.
Can I meet an adviser online instead of coming into the CBD?
Yes. We offer video appointments across all our advice services, making it easy to meet with an adviser from home, work or wherever is most convenient.
What can the Sydney team help with?
Financial planning, wealth management, superannuation and SMSF advice, retirement planning, aged care financial advice, accounting and tax, personal insurance and estate planning coordination.
Do you advise families on aged care in Sydney?
Yes. Our Lifestyle and Care advisers work with families across Sydney on aged care fees, home care costs, decisions about the family home and Age Pension implications.
What happens at a first meeting?
The first meeting is about understanding your situation and what you would like to achieve. Your adviser will explain the advice process, what it may involve and the associated costs. From there, you can decide whether you’d like to proceed.
Start in Sydney
Speak with a Sydney adviser.
Whatever decision you’re facing, we’ll connect you with the right adviser.