Advancing women’s
economic empowerment.
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.
Lisa Fuentes
Head of Corporate Services
Sandy Lui
Financial Adviser
Jillian Clarke
Financial Adviser
Himalti Maharaj
Client Services Team Leader
Fiona Slavin
Paraplanner Manager
Kim Kitchen
Executive Director, Alteris Private
Featured insights from our team
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
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
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
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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