David Sellers, financial adviser in the Alteris Financial Group Lifestyle and Care team, cites several reasons for moving his career into the financial advice industry. “I wanted to do something where I had a positive impact on people’s lives and made a difference,” explains David. “I also enjoy working with people, helping clients achieve their goals and aspirations, and putting clients in a better financial and personal position.”
“It’s a great organisation with a client-first philosophy,” says David. “The Lifestyle and Care team are experts in their chosen field; and are a fantastic group of people who are friendly, welcoming and passionate about their work and believe in what they do.”
For David, his typical day as a financial adviser in the Lifestyle and Care team is focused on meeting and liaising with aged care providers, in addition to clients and families to guide them through the aged care process and provide the best possible outcome and care. David also works closely with the Alteris Customer Service team to provide an excellent level of service, assist clients navigate relevant government departments, and ensure they understand their entitlements.
David is happy to answer any questions you may have about the move to aged care.
