June 2011 Session

We will have Kate McCallum to join us on 28th of June 2011, 6pm-8pm, at CPA centre. The topic will be ‘Six ways women can be smart about money’.

The presentation is outlined by Kate:

"Today, a woman is better educated, better paid and has more career opportunities than her mother or grandmother.

Have you identified, as a woman, your financial needs? Do you have a financial plan for your life? Do you feel financially well-organised?  

If you’d like to learn six ideas that you can use to take control of your finances and hear about strategies for savvy women to better navigate investing and life, then please join us for this presentation."

Topics covered include:

-          Setting goals

-          Investing

-          Maximising risk and return

-          Borrowing and debt

-          Minimising tax

-          Protecting income and assets

Biography

Kate McCallum co-founded Multiforte in January 2007 - a boutique firm offering tailored financial advice to people who want to be financially well-organised.

Kate has more than 20 years experience in investment, superannuation and insurance. She has worked at senior levels in several leading financial services firms including Westpac/BT Financial Group, State Street and Commonwealth/Colonial.

She has managed superannuation and investment products and services for most of her career, and managed part of a major financial advice business.

Kate is a Board member of the Australian School of Business Alumni Advisory Board. A mentor in the Lucy Program and NSW Councilor for Women Chiefs of Enterprise (WCEI), Kate is passionate about helping women achieve financial independence.

Kate holds post-graduate qualifications in Commerce, Applied Finance and Investment, and Financial Planning.

Kate is regularly asked to present sessions for organisations and conferences, and is regularly featured in the Australian Financial Review and the Sydney Morning Herald.