Celebrating Awards Season at Alteris

Awards season has been an exciting time at Alteris, and we’re delighted to share the recognition our team has earned across various categories. These accomplishments highlight our team’s dedication and expertise as we strive to deliver exceptional financial advice and support to our clients. 

Women in Finance Awards 2024 

Women’s Community Program of the Year – Finalist 

Our focus on community engagement has also been recognised, with Alteris Women being named a finalist for the Women’s Community Program of the Year award. This award celebrates our efforts to create impactful social programs for women, with tangible benefits both for the community and our business. We’re proud to support initiatives that make a meaningful difference in the lives of women across Australia. 

Employer of the Year (SME) – Finalist  

This award recognises financial services firms that demonstrate a strong commitment to gender diversity and the advancement of women. At Alteris, we believe in creating a supportive workplace with initiatives like equal pay, flexible working arrangements, and tailored career development opportunities for women. Being a finalist highlights our commitment to fostering an inclusive environment that benefits both individuals and the business. 

The Australian’s Top 150 Financial Advisers  

A special congratulations to Kate Golder and Alex O’Brien, who have been recognised for their exceptional work in 2024 by being named in The Australian’s Top 150 Financial Advisers. This list, curated by Barron’s in partnership with The Deal, reflects the best in the industry, considering factors like client assets managed, revenue, and overall quality of advice. 

IFA Excellence Awards 2024

Paraplanner of the Year – Finalist (Janice Prawira) 

We’re proud to announce that Janice Prawira has been named a finalist for the IFA Paraplanner of the Year Award. After moving from Indonesia to Australia to study at the University of Wollongong, Janice earned a Bachelor of Commerce in Accountancy and has built a thriving career in financial services. With over seven years of experience as a paraplanner, Janice excels in collaboration and attributes part of her success to the support of the Alteris team. Congratulations, Janice! 

Self-Licensed Firm of the Year – Finalist 

Alteris Financial Group has been recognised as a finalist for the IFA Self-Licensed Firm of the Year award.  This honour reflects the dedication and professionalism of our team in advancing the financial advice profession. Being selected as a finalist underscores our commitment to excellence and our clients’ success.  

Aged Care Steps – Adviser of the Year Awards 2024 

Aged Care Advice Program of the Year – Finalist  

We were excited to be named a finalist for the Aged Care Steps – Aged Care Advice Program of the Year award. While we didn’t take home the award as we did in 2022 and 2023, we’re very proud to be recognised alongside other inspiring leaders in this field. A huge thank you to our Lifestyle and Care team for their dedication and passion in guiding families through the complexities of aged care. 

At Alteris, we’re proud to be recognised across such a diverse range of categories. These accolades highlight our ongoing commitment to excellence, innovation, and making a difference in the lives of our clients and community.  

Join Alteris Women

Alteris women is a community of women seeking to to more control of their financial affairs by understaning more about their own financial position.  We welcome everyone to join our community, so if you would like to connect with like-minded people, gain further insights from experts, and stay informed about upcoming initiatives, please join our mailing list.

Together, we can continue to support one another, share stories, and make a positive impact on our financial wellbeing.

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