Kate McCallum wins Female Excellence in Advice Award

Media Release -

CAIRNS: 14 October 2014
- The Association of Financial Advisers (AFA) and TAL have announced Kate McCallum of Multiforte Financial Services as the winner of the 2014 AFA Female Excellence in Advice Award (the Award).

AFA CEO, Brad Fox, said Ms McCallum is passionate about the advice profession and the value of quality financial advice and is an outstanding role model for fellow female advisers.

“Kate was an exemplary candidate for the Award, and we are proud to have her as the winner for 2014,” he said. “The Award seeks to focus attention on financial advice as an excellent career pathway for women as well as to close the advice gap that exists between the willingness of Australian women to seek financial advice compared to that of men. Developing financial literacy with female clients and the confidence to make informed decisions that comes from that knowledge, is an important criteria for the Award.”

Mr Fox said the finalists, semi-finalists and nominees for the Award are all to be congratulated for their continued commitment to bringing great advice to more Australians. “These women will continue to help raise the profile of financial advisers and the great difference they make to the lives of their clients and their communities. The AFA, together with TAL, is delighted to be able to recognise them for this.”

Brett Clark, TAL Deputy Group CEO, said Ms McCallum was an outstanding candidate and deserving Award winner.

“We are proud to encourage and inspire women in the industry to be the best they can be,” he said. “All of the Award candidates are making meaningful contributions to their profession and their passion and dedication is profoundly impacting their communities and their clients. Kate typifies the best qualities of the advice community and her support and leadership for both her clients and her peers demonstrate how much she puts back into the profession.”

Commenting on her involvement in the Award process, Ms McCallum said, “The Award for me celebrates remarkable advice – the type of advice that is absolutely about the client and ultimately changes their life. It also offers the chance to tell the story of the ‘good guys and gals’ in advice.

“I’ve found the experience energising and also challenging. Challenging because you have to put yourself out there. It’s led me to reflect on what I have achieved and the areas where I am still striving. I’m very aware that excellence is a journey.”

The other finalists were:

  • Adrienne Rush, Bendigo Financial Planning
  • Dominique Bergel-Grant, Leapfrog Financial
  • Sarah Riegelhuth, Wealth Enhancers

Ms McCallum will receive a full scholarship from Macquarie Graduate School of Management (MGSM) (valued at $12,000) to complete either a Postgraduate Certificate in Management or an Executive Education Leadership Development Program.

Media enquiries        

AFA – Georgina Thompson georgina@64media.com.au 1300 077 036/ 0421 722 300

TAL – Stuart Snell stuart.snell@tal.com.au   02 9448 9879/0417 921 235

About the AFA

The Association Of Financial Advisers Limited (AFA) has been the authentic voice on the value of financial advice for over 65 years. Today, the AFA is a vibrant, innovative association, where the underlying driver of policy is the belief that great advice transforms lives. To this end the AFA is striving to achieve the vision of Great Advice for More Australians. The AFA’s ongoing relevance as a professional association is derived from our success in engaging with the major stakeholders in financial advice including advisers, consumers, licensees, product and service providers, and the regulator and government. Culturally we believe in the value of collaboration to create powerful outcomes and this drives how we achieve influence and work towards our vision.

About TAL - the specialist voice of life insurance in Australia

TAL is a specialist life insurance company with leading competitive offerings in each of its core distribution channels: direct to customers; through financial advisers; and through group and workplace superannuation schemes. With in-force premiums of $2.2 billion, TAL provides more life insurance solutions to Australians than any other insurer. TAL is owned by The Dai-ichi Life Insurance Company, Limited, one of the Japan’s largest life insurers. 

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