Shattering the Glass Ceiling – Paving the Way

Date: 13 Sep 2018
Starts: 12:30pm
Type: Community of Practice

 

Join us for our next Inspire Webinar – ‘Shattering the glass ceiling – Paving the way’ where we will have a candid chat with three inspiring ladies, who have forged their own career path in financial services – in very different ways.

We will be talking with Kate McCallum – Director and Wealth Adviser of Multiforte Financial Services, Annick Donat – Chief Executive of Madison Financial Group and Melissa Crawford- Manager, Sales Effectiveness & Coaching at MLC Life Insurance.

Kate, Annick and Melissa have all contributed a great deal to the financial services sector and we are delighted to have a conversation with all of them them about what their journey has been so far and gain insight into what the pathway looks like going forward.

Join us as we gauge their different experiences, learn from their successes and discuss the pivotal moments in their career.

How can you stand up and step up for what you want?

Listen in as Kate, Annick and Melissa share how they are paving the way for other women within our industry and what we can do support other females within financial services in taking the next step.

Inspire NSW looks forward to you joining us for this one hour webinar session so that together we can work collectively to continue to break new ground for those entering financial advice and those preparing to take a step up.

Kate McCallum

Kate is the co-founder and Director of Multiforte Financial Services. With more than 25 years’ experience in financial services in investment, superannuation and financial advice, she knows the industry from the ‘inside out’ and has seen significant change.

In addition to running Multiforte and advising clients, Kate is Chair of the FINSIA NSW Council and a member of the AFA Code of Ethics Committee. Kate is also a regular speaker and contributes to the financial media, including the Australian Financial Review and most recently to the ABC Radio podcast, The Pineapple Project.

Kate holds post-graduate qualifications in Commerce, Applied Finance & Investment, and Financial Planning. Kate is a podcast fan, an avid reader, and supporter of the Sydney Swans. She enjoys walking, yoga and skiing and is learning Japanese.

Kate was awarded the AFA Female Excellence in Advice Award in 2014 for professional excellence and leadership in the financial advice profession.


Melissa Crawford

Melissa is a Sales Effectiveness and Coaching Manager at MLC Life Insurance, and is responsible for the development and delivery of the national capability program and the implementation of ongoing training, education and coaching of the national sales team. Melissa brings more than 20 years of industry experience and insight to her role, having worked across all stages of the insurance value chain. She is an advocate for smarter more informed decision making around life insurance and is passionate about helping people understand their needs. Melissa’s dedication has been recognised by her industry peers having been voted a finalist in Money Management Women in Financial Services, and nominated twice in Financial Standard’s Top 50 Most Influential Social Media Users. In her “spare time”; she is the mother of three boys, lives vicariously through her husband’s Gen X & Y FP business and is in the midst of a large home renovation.

 


Annick Donat

Annick has over 25 years’ experience in financial services spanning governance, strategy, distribution, business and practice development, and licensee services and operations management. Annick is passionate about financial planning, as she believes great advice changes lives. This led her to join Madison as Chief Executive in 2017, a company that holds similar ethos and values to her own. She has an active voice in the financial services industry and trade media, and is often invited to speak to share her experience and expertise across a number of issues. She has discussed the merits of strong leadership in financial services via blogs and media articles, she was awarded a place in the FS Power 50 in 2014 for her contribution to the industry across digital channels. Her predilection & curiosity for innovation, supporting small business & empowering consumers has led her to consult to a number of Fintech and RegTech companies. Representing Madison & PHAROS as a Founding member of the RegTech Association, Annick was invited to speak at the launch in 2017. Aligning with her strong belief in contribution to community, she mentors many new and emerging entrants to financial services, has held advisory and director roles with not for profit organisations, and also sits on the advisory board of Professional Planner.

Event details

Date: Thursday 13 September 2018
Time: 12:30pm – 1:30pm

 

Amie Baker

Amie is a passionate financial adviser who also is a hard working mum of her 3 boys. With a dedication to helping people in her community and also hosting and running regular charity and fundraiser events, she is a busy professional just like you. Her focus is to help her clients by showing them simple ways they can achieve their financial goals. Amie's success is in the success of her clients.
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