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.

Senior professional women with the skills, knowledge, and lived experience help to advance 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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"The value that financial planning brings to people is extraordinary."

Naomi Holmes

Head of Client Engagement

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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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"The team offers an abundance of support with team members always available to help each other."

Janice Prawira

Paraplanner

Featured insights

Caring through retirement

Caring through retirement

On Thursday, 23 May, Alteris Women hosted an event with a focus on "Caring Through Retirement". With more than 50 in attendance, the conversations focused on the emotional, financial, and practical challenges of informal caregiving. Currently, women represent 7 out of...

Count her in: International Women’s Day 2024

Count her in: International Women’s Day 2024

International Women’s Day 2024 (IWD2024) provided the opportunity to honour the strength, resilience, and achievements of women worldwide, while recognising that women still face significant obstacles to achieving equal participation in the economy. On Friday 8 March,...

Women & Money: Managing the Unexpected

Women & Money: Managing the Unexpected

This month we held our event "Women & Money: Managing the Unexpected" in our Sydney office. We had a diverse and experienced range of speakers which included Amanda Doring (Principal, Russell Kennedy), Amanda Trenfield (MD, Authentic Human) and Bronwen Batty...

Meet Kerri Mendl, Specialist Lifestyle and Care Financial Adviser

Meet Kerri Mendl, Specialist Lifestyle and Care Financial Adviser

Kerri Mendl joined Alteris Financial Group in 2019 and is today a key member of the Lifestyle & Care team. Kerri’s goal is to help families with a loved one who is transitioning into aged care or making plans for future care options. “Too many people don’t know...

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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