Kate McCallum

Kate McCallum

SSA
Company
Multiforte Financial Services
Title
Director and Adviser
Profession
Financial Planner
Address
48 Albaha Lane, TUMBI UMBI NSW 2261, Australia
Phone
02 9262 6045
Advisor

Summary

Kate is Advisor and Director of specialist advisory firm, Multiforte. Kate has more than 30 years experience in financial services including executive roles with Westpac/BT Financial Group, State Street, and Commonwealth Bank. Kate is a speaker, media commentator, and author of The Joy of Money. Kate holds a Master of Commerce, Bachelor of Arts (Hons) and post graduate qualifications in Applied Finance & Investing, and in Financial Planning. She is an accredited SMSF Specialist.

Get in touch with Kate McCallum