Alteris expands leadership team

Financial advisory business, Alteris Financial Group, has announced two new additions to its leadership team, Simon Donohoe as Head of Distribution and Naomi Holmes as Head of Weatlh and Accounting.
Donohoe and Holmes bring experience and knowledge of the industry to the new roles and will support the business through its next phase of growth and expansion along the Australian eastern seaboard.
Donohoe has experience in wholesale and retail markets, as well as strong networks with financial intermediaries and wholesale investors.
In the new role, he will collaborate with other advice firms looking for innovative investment solutions for their clients.
Before he joined Alteris, Donohoe was a Director and Head of Wealth Distribution at NAB Markets, and held other senior roles with family offices, Australian real estate investment trust (REIT) managers, 360 Capital, BT Financial Group and Westpac.
Holmes has also held previous roles at AMP, ANZ and Westpac, developing expertise in areas including leadership, people and culture, business strategy, sales, relationship management, risk management and business development.
She also holds a Master of Business Administration (MBA) from the Australian Graduate School of Management.









Yep would seem APRA have not heard of a Cashout and Recontribution strategy ??????????
Is it not a cost of completing the transaction? Why should it be removed from any analysis, applicable govt charges…
Misleading figures. We’d have millions and millions removed in our client base with LS. Almost 100% came straight back in…
Financial planners, you know exactly what will happen next. Get your wallets out- Cslr bill coming your way!
Another day and yet another shouty SMC story running about trying to push regulators to enter union super into Australian…