We’re excited to welcome Gary Gleeson to The Investment Collective team! Joining us in January as our Managing Adviser in the Melbourne office, Gary brings a wealth of experience and a deep passion for financial planning.

For Gary, the path to becoming a financial adviser wasn’t a complicated decision—it was clear from the beginning. Straight out of school, he found himself working with a small financial planning firm in Little Collins Street in Melbourne.

“I took a couple of detours along the way,” Gary recalls, “but financial planning was always my first love.”

Those early years gave him the skills and experience to build the rewarding career he has today.

The drive to make a difference

What Gary loves most about his job isn’t just the numbers—it’s the people.

“I really enjoy working with my clients and my team,” he shares. “The best part is seeing the difference we make in people’s lives through our advice.”

For Gary, each client’s success feels personal, and helping them navigate important life decisions is what drives him every day.

Gary doesn’t point to a mentor or life-changing experience that shaped his career. Instead, it was a simple realisation that financial planning was the best way for him to connect with people and make a tangible difference.

“I always knew I wanted to work closely with people, and financial planning just made sense,” he says. “Someone once told me that if you love what you do, you’ll never work a day in your life—and that’s exactly how I feel.”

Interests away from the office

Outside of work, life is just as busy and fulfilling. “I’m married with two adult kids at university,” Gary shares. “We also have two very active (and slightly chaotic) dogs—a Hungarian Vizsla and a Dalmatian.”

When it comes to hobbies, golf is the big one. “I’m a member at Peninsula Kingswood, and now my wife and son have taken it up too. We’re all pretty competitive!”

Gary’s dedication to client success

As Gary continues to grow in his career, one thing hasn’t changed—his commitment to helping his clients. His down-to-earth approach and genuine passion for financial planning make him a trusted adviser for those looking for real, practical advice.

Looking for expert financial advice with a personal touch? Contact Gary to start planning your financial future today!

Every adviser has a story, and for Liz Whalley, being a financial adviser is about more than just numbers—it’s about people. “We really do ride the highs and lows together,” she says. “I love listening to what drives my clients and feel privileged when someone trusts me to help them along the way.”

For Liz, the most rewarding part of her job isn’t just helping clients reach their financial goals—it’s the relationships she builds along the way. Whether celebrating milestones or navigating challenges, she’s there for the entire journey, offering guidance, support, and a listening ear.

A unique path to financial advice

Liz’s journey into the financial planning industry wasn’t conventional. “After initially deciding university wasn’t for me, I was lucky enough to get a traineeship with a financial planning company. I thought, ‘Wow, look at all the people the advisers help—I want to be part of that.’” However, career shifts led Liz to work in the accounts department for a nationwide bearing and power transmission company—where she met her husband. Eventually, she returned to financial planning and her studies, starting at the reception desk and working her way up through client services, paraplanning, and finally, becoming a financial adviser.

Throughout her career, Liz has been fortunate to work with inspiring mentors. “Alan Larsen, my previous boss at Godfrey Pembroke, started me on my path, and more recently, David French took me under his wing for my professional year. It was a fantastic learning experience.”

Interests away from the office

Outside of financial planning, Liz has a love for muscle cars and the thrill of the dragstrip. “Growing up, my dad was a diff builder, and we were frequently at drag races. The smell of burnt rubber reminds me of those times, and I find it very comforting.” She also enjoys snorkelling and has a deep passion for travel.

Empowering women through financial literacy

Liz believes that knowledge is power and strives to create a safe space where clients feel comfortable discussing their financial situations. “I never judge or assume what someone knows. I take the extra time needed to build their knowledge and confidence.”

Her advice to women seeking greater financial independence? “It’s never too late to start, and there’s no such thing as a silly question. I think finances are still a bit of a taboo topic, and I want to encourage more conversation around them. That’s why I believe the Alteris Women initiative is such a fantastic movement.”

Through her dedication, expertise, and genuine passion for helping others, Liz continues to make a meaningful impact on the financial well-being of her clients—one conversation at a time.

If you’re looking for a financial adviser who truly listens and supports you every step of the way, Liz would love to help. Whether you’re planning for the future or navigating financial challenges, she’s here to provide guidance and confidence. Get in touch today to start the conversation.

It’s been an exciting awards season at our parent company, Alteris Financial Group, and we’re thrilled to share the recognition that the team has received across multiple categories. These achievements reflect the dedication and expertise of the entire group when providing financial advice and support to our clients.

The Australian’s Top 150 Financial Advisers

A special congratulations to Kate Golder and Alex O’Brien, who have been recognised for their exceptional work in 2024 by being named in The Australian’s Top 150 Financial Advisers. This list, curated by Barron’s in partnership with The Deal, reflects the best in the industry, considering factors like client assets managed, revenue, and overall quality of advice.

IFA Excellence Awards 2024

Paraplanner of the Year – Finalist

Janice Prawira has been named a finalist for the IFA Paraplanner of the Year Award. After moving from Indonesia to Australia to study at the University of Wollongong, Janice earned a Bachelor of Commerce in Accountancy and has built a thriving career in financial services. As a paraplanner, Janice’s role involves completing research on products and strategies for client portfolios and writing meaningful and concise statements of advice. With over seven years of experience as a paraplanner, Janice excels in collaboration and attributes part of her success to the support of the Alteris team. Congratulations, Janice!

Self-Licensed Firm of the Year – Finalist

Alteris Financial Group has been recognised as a finalist for the IFA Self-Licensed Firm of the Year award. This honour reflects the dedication and professionalism of the team in advancing the financial advice profession. Being selected as a finalist underscores the group’s commitment to excellence and client success.

Aged Care Steps – Adviser of the Year Awards 2024

Aged Care Advice Program of the Year – Finalist

Alteris Financial Group’s Lifestyle and Care team were named as finalists for the Aged Care Steps – Aged Care Advice Program of the Year award. While they didn’t take home the award as they did in 2022 and 2023, the team were very proud to be recognised alongside other inspiring leaders in this field.

Women in Finance Awards 2024

Employer of the Year (SME) – Finalist

This award recognises financial services firms that demonstrate a strong commitment to gender diversity and the advancement of women. Alteris believe in creating a supportive workplace with initiatives like equal pay, flexible working arrangements, and tailored career development opportunities for women. Being a finalist highlights the commitment to fostering an inclusive environment that benefits both individuals and the business.

Women’s Community Program of the Year – Finalist

Alteris’ commitment to community engagement has been recognised, with Alteris Women named a finalist for the Women’s Community Program of the Year award. This award celebrates efforts to create impactful social programs for women, delivering tangible benefits to both the community and the business. Alteris proudly supports initiatives that make a meaningful difference in the lives of women across Australia.

The recognition Alteris has received across a diverse range of categories underscores the organisation’s dedication to excellence, innovation, and positively impacting the lives of its clients and community.