Alteris is proud to announce that Kate Golder, Head of Wealth and Accounting, has again been named one of Australia’s top financial advisers for the second year in a row. This year, Kate is ranked amongst the top 50 financial advisers.
The list is compiled annually by the Australian newspaper and US financial investment publication Barron’s. Advisers are evaluated by an exhaustive survey and participation is invitation only. Rankings are then calculated based on client assets managed by the adviser, fees and revenue generated by their business, and the quality of the adviser’s business.
The quality-of-practice category assessed several factors including an adviser’s experience, credentials, client-service resources, and charitable and philanthropic work. Responses are then evaluated by an advisory board made up of representatives from across the industry.
Kate said she was honoured to be once again named on the list and this year, The Australian’s business magazine, The Deal, featured a story on Kate and her journey.
She reflects on the firm’s consistent client-first approach:
“We have very long-lasting relationships with our clients and we are really proud of this. I work with clients who are experiencing the best of times and the worst of times. Clients trust us with everything they have worked for and they need to be assured that, as their financial adviser, I have their best interests at heart”
Congratulations Kate on this achievement!
See Kate’s feature article and the full list here: The List – Australia’s Top 100 Advisers by The Australian, in association with Barron’s.
