Our Directors

Keith Jones is the founder and CEO at Alteris Financial Group, one of Australia’s leading boutique wealth management companies. With extensive experience in private wealth management, Keith’s leadership has seen Alteris rise to prominence as a recognised industry leader in lifecycle planning, working with clients in accounting, financial planning, asset management and aged care financial advice. Keith is widely recognised for his strong relationships with clients and expertise in wealth structuring, investment management, executive remuneration and intergenerational wealth transfer. As head of the firm’s Investment Committee, Keith is responsible for overseeing Alteris’ high-quality, uniform approach to strategic asset allocation. He is also a Responsible Manager on Alteris’ Financial Services License and is a Certified Financial Planner®. Keith holds a Master of Economic Studies and a Bachelor of Arts with a Double Major in Economics. He has also completed a Diploma of Financial Planning. Keith’s expert views are regularly sought by media outlets and the financial services industry, and he was a regular panelist on Sky News Business before the channel was closed.

Kate is a Certified Financial Planner® and has been in the financial planning and wealth management industry since 2000. Kate is an Executive Director and the Head of Compliance at Alteris Financial Group and is a Responsible Manager on Alteris’ Financial Services License. Kate holds a Bachelor of Commerce and a Bachelor of Arts (Asian Studies) from the University of Queensland and has completed a Graduate Diploma in Financial Planning. Kate is also a Certified Financial Planner™, a member of the Financial Advice Association Australia (FAAA), the SMSF Association and is a Graduate of the Australian Institute of Company Directors (GAICD). Kate is passionate about helping her clients achieve their financial and life goals. She provides personalised and expert advice to a broad range of clients including small business owners, sophisticated investors, business professionals and retirees. Her vast experience and know-how allows Kate to work with her clients on all aspects of their personal or business portfolios. Kate is known for her unparalleled knowledge and expertise in all facets of wealth management and financial planning. From 2020-2023, Kate was named as one of Australia’s Top Financial Advisers in the list compiled annually by The Australian newspaper and US financial investment publication Barron’s.

With more than 40 years professional services experience, Don joined Alteris as Head of Accounting. He is an experienced corporate tax adviser who has built teams and practices over many years. Don has been a partner at KPMG, RSM and Grant Thornton, and in each of these roles, held senior leadership positions. Over his career, he built and led tax teams and has wide experience in advising on inbound and outbound investments to a range of multi-national clients in industries such as property and construction, manufacturing, retail and communication. For more than 5 years, he was on the International Tax Committee of a world-wide accounting firm.