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    SERVICES

    What We Do

    Altus is financial guidance without jargon, doublespeak or fine print. Whether you’re looking to protect your personal wealth or grow your business, you’ll get expert award-winning advice delivered in your language.

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    DONE DIFFERENTLY

    What Makes Us Tick?

    Integrated Advice

    Advice without context is to turn off your life GPS. We address your entire financial world and guide you toward your goals.

    Refreshingly Transparent

    Clear processes and open communication, we tell it like it is.

    The Latest Strategies

    Resting on our laurels isn’t in our DNA because great work doesn’t happen by accident.

    Real Experience

    We are an award winning multi-disciplinary team with over 30 year of class leading business and financial advice.

    Thinking Differently

    Why follow in the footsteps of other firms when a better path so clearly exists?
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    OUR PEOPLE

    Difference Makers

    While our work speaks for itself, the good we do and the passions we pursue tell the story behind the lasting impact we as individuals are driven to create.

    View Our Team

    Rod Dickinson

    DIRECTOR / SURFER
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    Making complex situations simple and understandable, and seeing clients meet long term goals is where Rod gets the most professional satisfaction.

    Rod Dickinson

    DIRECTOR / SURFER
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    Lana Huang

    SENIOR CLIENT ADVISER / FOODIE
    Lana Huang

    Lana enjoys building relationships with clients and guiding them toward their business and personal goals. Her expertise lies in financial and tax needs for high net wealth, professionals and SMEs.

    Lana Huang

    SENIOR CLIENT ADVISER / FOODIE
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    Sarah Pyke

    SENIOR CLIENT ADVISER / HORSE RIDER
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    Sarah has a passion for helping businesses become the best versions of themselves. Through providing a full suite of outsourced CFO services, Sarah and her team allow small business owners to spend more time in their business and do that they do best. Leave the boring bits to us!

    Sarah Pyke

    SENIOR CLIENT ADVISER / HORSE RIDER
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    Adam Montana

    PRINCIPAL CLIENT ADVISER / RUNNING ENTHUSIAST
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    Adam believes the secret to getting ahead is getting started.

    Adam helps clients realise where they are now, where it's possible to go, and works through the reality of this to achieve a positive financial outcome. Seeing the results of his advice gives him a real sense of satisfaction.

    Adam Montana

    PRINCIPAL CLIENT ADVISER / RUNNING ENTHUSIAST
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    PEOPLE-FIRST

    A Peek Inside the Altus Culture

    Altus Gives

    We’re just getting started but our sleeves are rolled up, and we’re excited to move forward together.

    We have a spirit of giving, and a united purpose of getting actively involved in the community, something beyond a donation of money as it gives that something extra to those in need.

    Thinking Differently

    We take great pride in providing a progressive workplace. We continually deliver quality advice to our clients and constantly strive to improve our offering. This dynamic environment means that there are always exciting new opportunities to be proactive and advance your career.
    NICE WORDS. KIND PEOPLE

    "Altus were always very clear that their role as an outsourced CFO wouldn’t be forever and that it was their objective to render themselves redundant, which I have always respected. Many service providers do everything they can to ensure that their services will never be replaceable, where Altus did quite the opposite. When I stop and reflect, even I shake my head to think that we went from zero to over $30M in revenue with no external funding in less-than 5 years. There were times during this period that I genuinely believe your advice and perspective were material in keeping the wheels on, despite how wobbly they occasionally got.”

    Kai L
    Retail & eCommerce Logistics Industry

    “Outsourcing our CFO role to Altus gives us peace of mind knowing that our financials are well-managed and we have professional advice at our finger-tips. Our Altus team are responsive and accessible, they know our business well and have consistently supported us throughout our business journey.”

    Chantal B
    Dental Industry

    “My husband and I have been clients of Matthew Smith and his team since 2001. His expertise and honesty in all his dealings with us have been exceptional. To have a financial adviser who’s advice you can trust is truly special. All the staff at Altus Financial have always been most welcoming, so my visits are a pleasure. Thank you for your ongoing care.”

    Joan B
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    Altus Financial Award Winning Advice

    © 2019 Altus Financial, All rights reserved.

    Rod Dickinson, Matthew W.B. Smith, Adam Montana, 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).