Pieter Britz

by | Nov 18, 2022

Pieter Britz Research Analyst Pieter is a Research Analyst at Alteris, providing support across portfolio construction, fund manager research, and market analysis to guide informed investment decisions. His role involves assessing fund performance, tracking economic...

Don O’Brien

by | Nov 14, 2022

Don O'Brien Head of Accounting With more than 40 years professional services experience, Don joined Alteris as Head of Accounting. He is an experienced corporate tax adviser who has built teams and practices over many years. Don has been a partner at KPMG, RSM...

Janice Prawira

by | Nov 7, 2022

Janice Prawira Paraplanner Janice joined Alteris team as a senior paraplanner. She moved from Indonesia to Australia to continue her studies after high school at the University of Wollongong, where she completed a Bachelor of Commerce in Accountancy in 2015. An...

Jessica Lloyd

by | Nov 7, 2022

Jessica Lloyd Paraplanner As a paraplanner at Alteris Financial Group, Jessica’s role involves completing research on products and strategies that would be advantageous for clients, and writing meaningful and concise statements of advice. “I’ve always had...

Callie Mealing

by | Aug 5, 2022

Callie Mealing Client Services Manager Callie assists in the implementation and ongoing administration of clients’ financial strategies. She assists clients with queries, provides administrative assistance to advisers and also works with accountants and fund managers...