Kathryn Mccallum
Financial Adviser
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About
Kathryn Mccallum is an ASIC-registered financial adviser dedicated to helping clients in Sydney achieve their financial goals. With a strong academic background, including a Bachelor of Arts (Hons) from the University of Sydney and a Master of Commerce from the University of New South Wales, Kathryn combines her extensive knowledge with practical financial expertise. Kathryn further solidified her financial acumen with a Graduate Diploma of Applied Finance & Investment from the Security Institute of Australia and Graduate Diplomas of Financial Planning from Kaplan. She is a proud member of both the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australasia (Finsia), demonstrating her commitment to upholding the highest professional standards. Authorised to provide advice on a comprehensive range of financial products, Kathryn specialises in superannuation, insurance, wealth management, and retirement planning. She is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Ready to take control of your financial future? Contact Kathryn Mccallum today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Kathryn Mccallum offer?
Kathryn Mccallum provides advice on a range of financial matters including superannuation, insurance, wealth management, retirement planning, and investments. She is authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Kathryn Mccallum's qualifications?
Kathryn holds a Bachelor of Arts (Hons), a Master of Commerce, a Graduate Diploma of Applied Finance & Investment, and Graduate Diplomas of Financial Planning (Standard and Advanced).
What professional associations does Kathryn Mccallum belong to?
Kathryn is a member of the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australasia (Finsia).
What is the process for becoming a client of Kathryn Mccallum?
The first step is to schedule an initial consultation. During this meeting, Kathryn will discuss your financial goals and current situation to determine how she can best assist you. She will then develop a tailored financial plan to help you achieve your objectives.
What can I expect from working with Kathryn Mccallum as my financial advisor?
You can expect personalized, professional, and ethical advice tailored to your specific needs and goals. Kathryn is committed to building long-term relationships with her clients and providing ongoing support to help them achieve financial success.
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