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Showing 1 - 7 of 7 results for %22Multiforte Kate McCallum%22

Down but not out: Top advisers adapt

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... commodity." While exits were always expected, national chair of AFA Inspire and co-chief executive of Multiforte Kate McCallum is concerned so few new advisers have entered - particularly in light of the new educational standards which include a professional ...

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 ...

Paying women more super not the answer

DARREN SNYDER  |  TUESDAY, 15 DEC 2015
... common for people to 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 ...

The power of saying no to difficult advice clients

ALEX BURKE  |  WEDNESDAY, 28 OCT 2015
Sometimes you need to refuse certain clients to grow your business. This was the message given by Multiforte director and 2014 Association of Financial Advisers Female Excellence in Advice award winner Kate McCallum. Speaking at the Association of Financial ...

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
... Bendigo Financial 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 ...

Advisers ask for segmented education standards

LAURA MILLAN  |  WEDNESDAY, 10 SEP 2014
... said that these 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 ...
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