Kate O'Callaghan

Kate O'Callaghan Email and Phone Number

State Manager Victoria, Shaw & PartnersExperienced Financial Services Executive | Director VIC/TAS | Expert in Structuring, Investment Advice | People Management | Risk Management | Governance @ Shaw and Partners
Kate O'Callaghan's Location
Greater Melbourne Area, Australia, Australia
Kate O'Callaghan's Contact Details
About Kate O'Callaghan

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.

Kate O'Callaghan's Current Company Details
Shaw and Partners

Shaw And Partners

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State Manager Victoria, Shaw & PartnersExperienced Financial Services Executive | Director VIC/TAS | Expert in Structuring, Investment Advice | People Management | Risk Management | Governance
Kate O'Callaghan Work Experience Details
  • Shaw And Partners
    State Manager Victoria
    Shaw And Partners Nov 2024 - Present
    Sydney, Nsw, Au
  • Commonwealth Bank
    Private Wealth Director Vic/Tas
    Commonwealth Bank Dec 2019 - Sep 2024
    Sydney, Nsw, Au
    Supporting 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.
  • Jbwere
    Director; Senior Wealth Advisor
    Jbwere May 2016 - Dec 2019
    Melbourne, Vic, Au
    As a Director at JBWere I specialise in the provision of Strategic Financial Planning & Investment Advice to our clients.
  • Anz Private
    Senior Private Wealth Manager
    Anz Private Sep 2005 - Apr 2016
    Melbourne, Victoria, Au
    Providing Financial Advice to Private Clients within the ANZ Private Bank.
  • Anz Private
    Financial Planner
    Anz Private Sep 2002 - Sep 2005
    Melbourne, Victoria, Au

Kate O'Callaghan Skills

Wealth Financial Planning Financial Advisory Wealth Management Finance Superannuation Investments Banking Customer Service Strategic Financial Planning Private Banking Insurance Research Wealth Management Services Portfolio Management Relationship Management Microsoft Excel Microsoft Word Powerpoint Outlook Financial Services Photoshop English Windows Risk Management

Kate O'Callaghan Education Details

  • University Of The Sunshine Coast
    University Of The Sunshine Coast
    Financial Planning And Services
  • Balwyn High School
    Balwyn High School
    High 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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