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Showing 1 - 7 of 7 results for "Multiforte Financial Services"

Multiforte founder takes AFA Inspire lead

HARRISON WORLEY  |  TUESDAY, 18 DEC 2018
The founder of boutique advice firm Multiforte Financial Services will lead the AFA's community of practice for women in advice. The AFA appointed Kate McCallum as the national chair of AFA Inspire, bringing the Multiforte co-chief executive's wealth ...

Industry fund names member services lead

JAMIE WILLIAMSON  |  FRIDAY, 14 SEP 2018
... specialist at the Association of Superannuation Funds of Australia (ASFA). She has also held roles with Multiforte Financial Services, Link and Russell Investments. Succeeding Scott as national manager, education delivery is Brett Hawkins. Hawkins has ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
... Planning have been recognised. The 2018 AFA Practice of the Year Award finalists were also named, with Multiforte Financial Services, Panoramic Financial Solutions and TWD Australia making the cut. Meanwhile, finalists for the AFA Rising Star Award - ...

Paying women more super not the answer

DARREN SNYDER  |  TUESDAY, 15 DEC 2015
... say, 'don't put that money in super you're very young and have got a long time,'" Riegelhuth said. Multiforte Financial Services director Kate McCallum said an incentive such as the previous pension bonus scheme had a multi-dimensional impact. She said ...

Kate McCallum wins AFA Female Excellence in Advice Award

LAURA MILLAN  |  TUESDAY, 14 OCT 2014
... The Association of Financial Advisers (AFA) has awarded the Female Excellence in Advice Award to Multiforte Financial Services adviser Kate McCallum. The award, in partnership with TAL, seeks to focus attention on financial advice as an excellent career ...

AFA awards finalists announced

LAURA MILLAN  |  TUESDAY, 16 SEP 2014
... Planning adviser Adrienne Rush, Leapfrog Financial adviser Dominique Bergel-Grant, Kate McCallum from Multiforte Financial Services and Sarah Riegelhuth from Wealth Enhancers. The judges of the awards have taken into account education, experience, leadership ...

Advisers ask for segmented education standards

LAURA MILLAN  |  WEDNESDAY, 10 SEP 2014
... people will need to get "different answers depending on which part of the market you're focusing on." Multiforte Financial Services adviser Kate McCallum also spoke about different levels of education standards according to each layer of financial advice. ...
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