Kate O'Callaghan Email & Phone Number
State Manager Victoria @ Shaw and Partners
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Kate O'Callaghan Location
- Melbourne, VIC, AU
Kate O'Callaghan Work
- 2024 -now State Manager Victoria @
- 2019 -2024 Private Wealth Director VIC and TAS @
- 2016 -2019 Director; Senior Wealth Advisor @
- 2005 -2016 Senior Private Wealth Manager @
- 2002 -2005 Financial Planner @
Kate O'Callaghan Education
- University of the Sunshine Coast
Master's degree (Financial Planning and Services)
2005-2007 - Balwyn High School
High School Certificate
1987-1992
Kate O'Callaghan Skills
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Customer Service
- Research
- Photoshop
- English
- Outlook
- Windows
- Insurance
- Wealth
- Finance
- Strategic Financial Planning
- Investments
- Private Banking
- Wealth Management
- Banking
- Wealth Management Services
- Superannuation
- Financial Advisory
- Financial Planning
- Risk Management
- Relationship Management
- Portfolio Management
- Financial Services
- Microsoft Office
- Public Speaking
Kate O'Callaghan Summary
- Kate O'Callaghan, based in Melbourne, VIC, AU, is currently a State Manager Victoria at Shaw and Partners. Kate O'Callaghan brings experience from previous roles at Commonwealth Bank, JBWere and ANZ Private. Kate O'Callaghan holds a 2005 - 2007 Master's degree in Financial Planning and Services @ University of the Sunshine Coast. With a robust skill set that includes Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research and more. Kate O'Callaghan has 1 emails and 3 mobile phone numbers on RocketReach.
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