Focus Session Speaker

Kate McCallum

Kate is a Director of Multiforte and a financial services professional with more than 25 years’ experience. She has an extensive knowledge of investment, superannuation and financial advice, having held executive roles with leading international and Australian financial services organisations including Westpac/BT Financial Group, State Street, and Commonwealth Bank.

Kate holds a Bachelor of Arts (Hons), a Master of Commerce, and post-graduate qualifications in Applied Finance & Investment, and in Financial Planning.

She is Chair of FINSIA NSW Council, a member of the AFA Code of Conduct committee, former Vice-President of the Australian School of Business Alumni Advisory Board, and a member of the SMSF Association. Kate is enjoys walking, yoga and skiing. She is currently co-writing a book on money & investing for women.

Kate was awarded the AFA Female Excellence in Advice Award in October 2014 for demonstrating professional excellence and leadership within the financial advice profession.

Kate is National Chair of AFA Inspire, a volunteer-led community of practice for women in financial advice which enables women to lead.