Meet the women at Alteris.
Himalti Maharaj
Manager, Client Services
“Strong connection and spending time with my extended family helps me face anything”
Lisa Fuentes
Chief Operating Officer
“I have found the flexibility I need to balance work, family and study”
Kate Golder
Executive Director and Head of Compliance
“Enjoy the little things in life because one day you’ll look back and realise they were the big things”
Kim Kitchen
Executive Director and Head of Alteris Private
“I love connecting smart people with smart ideas”
Joanne Akkari
Manager, Brand and Marketing
“I regularly ask myself, what have I learned today and how am I adding value to the world?”
Naomi Holmes
Head of Wealth
“The value that financial planning brings to people is extraordinary”
Bronwen Batty
Senior Financial Adviser
“People are at the centre of everything we do, and helping people is what drives me”
Amy Atkinson
Financial Adviser
“I enjoy working on the holistic financial plan, including meeting my clients’ families across generations”
Sulo Kulendran
Financial Adviser
“Helping a family member navigate the aged care system inspired me to specialise in this area”
Sandy Lui
Financial Adviser
“I try to focus on how I can help rather than dwelling on things I can’t control”
Kerri Mendl
Financial Adviser
“I’m so grateful I chose to specialise in aged care because I can make the biggest difference in people’s lives.”
Lisa Harris
Manager, Tax and Accounting
“Helping our clients understand their accounts and taxes, and completing them right and on time is what drives me”
Jillian Clarke
Financial Adviser
“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”
Dianne Bugden
Client Services Manager
Individual commitment to a group effort is what makes a team work, a company work, a society work, a civilisation work.
Talitha Bull
Investment Operations Manager
“I find balancing on-the-job learning with formal courses really helps me to grow in my role”
Callie Mealing
Client Services Manager
“Working alongside knowledgeable people allows me to grow and develop in my desired career.”
Cindy Jeeves
Manager, Technology and Innovation
“If you think you can, or you think you can’t – you’re always right”
Colleen Seeto
Client Services Manager
“I enjoy seeing how my work positively contributes to our client’s journey each day”
Sheetal Gounder
Finance Accountant
“I focus on getting people the information they need so that they can make informed decisions”
Fiona Slavin
Paraplanner Manager
“Sometimes it is the incidental conversations that lead to the biggest breakthroughs”
Jessica Lloyd
Paraplanner
“I’ve always had an interest in numbers and helping people, so joining this industry combines both”
Janice Prawira
Paraplanner
“The team offers an abundance of support with team members always available to help each other”
Chloe Marinucci
Client Services Manager
Sophia Gong
Client Services Manager
“I get satisfaction from my work because financial wellbeing impacts family, lifestyle, and mental health.”
Tracey Tarry
Client Services Manager