Altus Financial

www.altusfinancial.com.au

With over 30 years in the personal financial and SME business advice profession, the Altus brand has emerged as one that is well respected through the industry. The leaders of the firm have diverse roots and experience, some beginning their careers in the Big 4 accountancy firms and others from financial planning and business advisory backgrounds. The idea behind the Altus name was that the Latin word “Altus” literally means “high and deep”. To us, this symbolises the high level of trust, depth and quality of relationship our clients seek and value highly. The purpose of our company is to make a positive difference to our clients’ financial outcomes. To do that we deliver a breadth of specialised financial advice tailored to every stage of our clients’ financial journey - whether that is as an individual or a business. Rod Dickinson, Matthew W.B. Smith, Adam Montana, Karen Doutty, Altus Financial Pty Limited (ABN 62 081 162 843) are Authorised Representatives of Apogee Financial Planning Limited. (ABN 28 056 426 932), an Australian Financial Services Licensee (AFSL no. 230689) with registered offices at 105-153 Miller Street, North Sydney, NSW 2060 and a member of the National Australia group of companies. Products and services offered by Altus Accounting are not authorised by Apogee Financial Planning. Apogee Financial Planning is not responsible for the advice, products and services provided by Altus Accounting. Julie Azzi is a credit representative (CR No. 366834) of BLSSA Pty Ltd ABN 69 117 651 760 (Australian Credit Licence 391237). View our Legal information here - https://www.altusfinancial.com.au/legal-altus-financial

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With over 30 years in the personal financial and SME business advice profession, the Altus brand has emerged as one that is well respected through the industry. The leaders of the firm have diverse roots and experience, some beginning their careers in the Big 4 accountancy firms and others from financial planning and business advisory backgrounds. The idea behind the Altus name was that the Latin word “Altus” literally means “high and deep”. To us, this symbolises the high level of trust, depth and quality of relationship our clients seek and value highly. The purpose of our company is to make a positive difference to our clients’ financial outcomes. To do that we deliver a breadth of specialised financial advice tailored to every stage of our clients’ financial journey - whether that is as an individual or a business. Rod Dickinson, Matthew W.B. Smith, Adam Montana, Karen Doutty, Altus Financial Pty Limited (ABN 62 081 162 843) are Authorised Representatives of Apogee Financial Planning Limited. (ABN 28 056 426 932), an Australian Financial Services Licensee (AFSL no. 230689) with registered offices at 105-153 Miller Street, North Sydney, NSW 2060 and a member of the National Australia group of companies. Products and services offered by Altus Accounting are not authorised by Apogee Financial Planning. Apogee Financial Planning is not responsible for the advice, products and services provided by Altus Accounting. Julie Azzi is a credit representative (CR No. 366834) of BLSSA Pty Ltd ABN 69 117 651 760 (Australian Credit Licence 391237). View our Legal information here - https://www.altusfinancial.com.au/legal-altus-financial

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Country

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City (Headquarters)

Sydney

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Founded

2011

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Estimated Revenue

$1,000,000 to $5,000,000

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Potential Decision Makers

  • Chairman

    Email ****** @****.com
    Phone (***) ****-****
  • Director

    Email ****** @****.com
    Phone (***) ****-****
  • Practice Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Smsf Manager

    Email ****** @****.com
    Phone (***) ****-****

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