by Alteris Financial Group | 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...
by Alteris Financial Group | 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...
by Alteris Financial Group | 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...
by Alteris Financial Group | 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...
by Alteris Financial Group | Aug 5, 2022
Dianne Bugden Client Services Manager A long family history in financial services encouraged Dianne to venture into this industry. “My entire family worked in financial services and it just came with the territory – I ended up following in my father’s footsteps,” she...
