Kate Golder named in Australia’s Top 100 Financial Advisers for the fourth year

Sep 27, 2023

Alteris is proud to announce that Kate Golder, Executive Director and Head of Compliance has again been named one of Australia’s top financial advisers for a fourth year in a row. Kate said she was honoured to be once again named on the list, being one of only 12 women on the list out of the 100 Top Financial Advisers in Australia.

The list is compiled annually by the Australian newspaper and US financial investment publication Barron’s. Advisers are evaluated by an exhaustive survey and participation is invitation only. Rankings are then calculated based on client assets managed by the adviser, fees and revenue generated by their business, and the quality of the adviser’s business.

The quality-of-practice category assessed several factors including an adviser’s experience, credentials, client-service resources, and charitable and philanthropic work. Responses are then evaluated by an advisory board made up of representatives from across the industry.

Kate reflects on the firm’s consistent client-first approach:

“We have very long-lasting relationships with our clients and we are really proud of this. I work with clients who are experiencing the best of times and the worst of times. Clients trust us with everything they have worked for and they need to be assured that, as their financial adviser, I have their best interests at heart”

Congratulations Kate on this achievement!

Subscribers to The Australian can see the full list here:  The List – Australia’s Top 100 Advisers

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