What We Do

The women at Alteris have created a community to support other women with the knowledge to be in control of their financial life in a way that aligns with their lifecycles, needs, and what they value most.

We walk the talk.

Our team of senior professional women have the skills, knowledge, and lived experience that
enables us to enhance women’s financial confidence and wellbeing at every stage of life.

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"2020 helped me find the flexibility I need to balance work, family and study"

Lisa Fuentes

Head of Corporate Services

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"I try to focus on how I can help rather than dwelling on things I can't control"

Sandy Lui

Financial Adviser

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"I have done a lot of different things in my life and it's taken a while to get here but I'm so happy where I am now"

Jillian Clarke

Financial Adviser

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"Strong connection and spending time with my extended family helps me face anything"

Himalti Maharaj

Client Services Team Leader

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"Sometimes it is the incidental conversations that lead to the biggest breakthroughs"

Fiona Slavin

Paraplanner Manager

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"I love connecting smart people with smart ideas"

Kim Kitchen

Executive Director, Alteris Private

Featured insights from our team

Meet Naomi Holmes

Meet Naomi Holmes

As Head of Wealth and Accounting, Naomi oversees a team of financial planners and accountants. “People and clients are the two things I care about,” she explains. “I feel a huge responsibility in a leadership role to ensure I have a strong connection with the team and...

Strengthening the work of others who empower women

Strengthening the work of others who empower women

As we know, women have been disproportionally impacted by the pandemic, and are the worst affected by the nightmare of war. To rebuild their lives and to find a pathway to the future they deserve, all women need access to the funds that will empower them. This is the...

Alteris Breaks the Bias

Alteris Breaks the Bias

This International Women’s Day calls on everyone to celebrate women’s achievements and raise awareness against bias. Today, we shine the spotlight on the community we have created amongst our team to support and advance women’s financial empowerment. At Alteris, we...

Intergenerational Living and Estate Planning

Intergenerational Living and Estate Planning

As our population ages, and the majority of people live longer, it’s become common to consider intergenerational living when it comes to financial planning and, in particular, how that affects estate planning.  The Australian Bureau of Statistics, in its 2017-2018...

Contribution with impact

Alteris Women contributes to programs that have a direct impact on women’s economic empowerment both at home and abroad.

We invite you to connect with us as together we seek to
understand our world and share what we know.

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