Our people
People you can call by name.
Alteris brings together financial advice, accounting, aged care and corporate services in one connected team. They listen closely, explain clearly and work collaboratively to support clients through each stage of their financial journey.
Explore the team
One connected team
Find the expertise you need.
Our team has been recognised through industry awards, including the Aged Care Steps Aged Care Advice Program of the Year and the ifa Excellence Awards. Alteris advisers have also been named among Australia’s Top Financial Advisers in the annual list compiled by The Australian and Barron’s.
Executive
Leadership, governance and the standards behind the firm.
View teamWealth
Financial advisers, investment research, paraplanning and client services.
View teamAccounting
Tax and accounting support for individuals, families and businesses.
View teamLifestyle and Care
Specialist financial advisers for aged care, retirement living and later-life decisions.
View teamCorporate Services
Operations, compliance, technology, finance, people and marketing.
View teamStart the conversation
Let’s talk about what comes next.
Tell us about your situation and we will connect you with the right person.