Kate McCallum Location
Sydney, NSW, AU
Kate McCallum Work
- 2021 - now Member Board Of Directors @ Central Coast Conservatorium Inc.
- 2007 - now Director and Wealth Adviser @ Multiforte Financial Services
- 2015 - 2020 Chair, NSW Council @ FINSIA
- 2018 - 2020 Chair - Inspire @ Association of Financial Advisers (AFA)
- 2011 - 2016 Vice President @ UNSW Business School - Alumni Advisory Board
- 2004 - 2007 Head of Advice Offer and Design @ BT Financial Group
- 2002 - 2004 Head of Product and Product Development @ Westpac
- 2000 - 2002 Senior Manager, Product @ Commonwealth Bank
- 1994 - 2000 Manager and Assistant Vice President @ State Street
- 1992 - 1994 Consultant @ Marketing Frontiers
Kate McCallum Education
- University of New South Wales
Master of Commerce (Commerce)
1991 - 1993 - University of Sydney
Bachelor of Arts (BA) Hons (English Literature, Economics)
1985 - 1988 - Securities Institute of Australia
Graduate Dilploma of Applied Finance & Investment (Investments and Securities, Superannuation)
1998 - 2000
- Kaplan
Graduate Diploma of Financial Planning (Advanced) (Financial Planning and Services)
2005 - 2008 - Self Managed Super Fund Association
Specialist Advisor (Accounting and Finance)
2019 - 2019
Kate McCallum Skills
- Wealth Management
- Investments
- Strategy
- Strategic Financial Planning
- Superannuation
- Financial Services
- Business Planning
- Management
- Wealth
- Financial Advisory
Kate McCallum Summary
Kate McCallum, based in Sydney, NSW, AU, is currently a Member Board Of Directors at Central Coast Conservatorium of Music. Kate McCallum brings experience from previous roles at Multiforte Financial Services, Finsia (Financial Services Institute of Australasia), Association of Financial Advisers (AFA) and UNSW Business School - Alumni Advisory Board. Kate McCallum holds a 1991 - 1993 Master of Commerce in Commerce @ University of New South Wales. With a robust skill set that includes Wealth Management, Investments, Strategy, Strategic Financial Planning, Superannuation and more. Kate McCallum has 2 emails on RocketReach.
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Top Central Coast Conservatorium Inc. Employees
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