Kate O'Callaghan Email and Phone Number
Kate O'Callaghan work email
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Kate O'Callaghan personal email
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Experienced Private Wealth & Financial ServicesLeader, with over 20 years in the industry. My focus is on supporting teams delivering sophisticated structuring and investment advice to ultra-high-net-worth clients. My leadership roles have encompassed overseeing dedicated teams of Private Wealth Managers, Investment Specialists and Private Bankers driving sales whilst supporting a customer first approach, ensuring our services align with the complex financial needs of our clientele, especially concerning Foundations, SMSFs, and Trusts.With a solid foundation in strategic financial planning, my career has been characterized by a deep commitment to excellence in wealth management and a personal mission to empower clients through informed financial decisions. My management style, to have collaborative approach has been instrumental in crafting bespoke wealth solutions that resonate with the distinct goals of UHNW customers.Being a hands-on parent to two great kids, a wife and a keen philanthropist keeps me busy when I'm not at the office. Being able to travel with family and friends is also a priority and we love to get away as often as possible. My passion for philanthropy is expressed within my volunteering with the Australian Red Cross Society of Women Leaders as their chair of Governance.
Shaw And Partners
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State Manager VictoriaShaw And Partners Nov 2024 - PresentSydney, Nsw, Au -
Private Wealth Director Vic/TasCommonwealth Bank Dec 2019 - Sep 2024Sydney, Nsw, AuSupporting our UHNW customers by managing a team of expert Private Wealth Managers across Victoria and Tasmania. At Commonwealth Private, we specialise in the provision of expert structuring and investment advice for our clients wholesale Foundations, SMSF’s, Trusts and more. -
Director; Senior Wealth AdvisorJbwere May 2016 - Dec 2019Melbourne, Vic, AuAs a Director at JBWere I specialise in the provision of Strategic Financial Planning & Investment Advice to our clients. -
Senior Private Wealth ManagerAnz Private Sep 2005 - Apr 2016Melbourne, Victoria, AuProviding Financial Advice to Private Clients within the ANZ Private Bank. -
Financial PlannerAnz Private Sep 2002 - Sep 2005Melbourne, Victoria, Au
Kate O'Callaghan Skills
Kate O'Callaghan Education Details
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University Of The Sunshine CoastFinancial Planning And Services -
Balwyn High SchoolHigh School Certificate
Frequently Asked Questions about Kate O'Callaghan
What company does Kate O'Callaghan work for?
Kate O'Callaghan works for Shaw And Partners
What is Kate O'Callaghan's role at the current company?
Kate O'Callaghan's current role is State Manager Victoria, Shaw & PartnersExperienced Financial Services Executive | Director VIC/TAS | Expert in Structuring, Investment Advice | People Management | Risk Management | Governance.
What is Kate O'Callaghan's email address?
Kate O'Callaghan's email address is oc****@****ail.com
What schools did Kate O'Callaghan attend?
Kate O'Callaghan attended University Of The Sunshine Coast, Balwyn High School.
What skills is Kate O'Callaghan known for?
Kate O'Callaghan has skills like Wealth, Financial Planning, Financial Advisory, Wealth Management, Finance, Superannuation, Investments, Banking, Customer Service, Strategic Financial Planning, Private Banking, Insurance.
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