Alteris Financial Group is proud to announce two new additions to its leadership team. Based in the company’s Sydney office, Simon Donohoe and Naomi Holmes bring a wealth of experience and industry knowledge to the Group.
Both highly respected within the industry, Simon and Naomi will expand the company’s capabilities which will, in turn, allow Alteris clients to benefit from their expertise.
Simon Donohoe joins the Group as Head of Distribution. A high-achieving financial services executive, Simon brings his experience in wholesale and retail markets to the firm. Simon’s strong networks within financial intermediaries and wholesale investors will allow him to collaborate successfully with other like-minded advice firms seeking to provide investment solutions to clients with a difference. Prior to joining Alteris, Simon was a Director and Head of Wealth Distribution NAB Markets and prior to NAB, he held executive positions with family offices, Australian REIT managers and other major institutions including 360 Capital, BT Financial Group and Westpac.
Naomi Holmes is Alteris Financial Group’s Head of Wealth and Accounting, having previously held positions with AMP, ANZ and Westpac. Naomi brings her skills in leadership, people and culture, business strategy, sales, relationship management, risk management and business development to expand Alteris’ capabilities within these areas and provide guidance and expertise to her team. In addition to her years of experience in the industry, Naomi holds a Master of Business Administration (MBA) from the Australian Graduate School of Management.
Alteris has a clear growth trajectory in place, creating expansion through acquisition along the eastern seaboard. The Executive and Leadership Team, now with additional expertise from Naomi and Simon, will support and take the business through this next phase of growth.
About Alteris Financial Group
With offices in Sydney and Brisbane, Alteris Financial Group provides financial advisory and management for individuals and families across generations. The company offers a full lifecycle of financial services including wealth management, accounting, retirement living and aged care financial advice.
Alteris leads the industry in financial advice for retirement living and aged care with a specialist Lifestyle and Care team to help clients navigate the complexities of the aged care system. Its specialist advisers are aged care experts who work with clients to assist at a time that is challenging and emotional, to empower clients and their families to make informed decisions while supporting them throughout the journey.
Alteris has a well-defined philosophy which guides all investment decisions. It’s overriding goal is to deliver sustainable investment returns while preserving capital and managing downside risk. Working closely with clients, the business takes a flexible approach that is always aligned with the needs and life stages of its clients.
Joanne Akkari
Manager, Brand and Marketing
joanne.akkari@alteris.com.au
alteris.com.au
alterisprivate.com.au