The Joy of Money 2: How to recession-proof your finances
Personal & Professional Development
CPD: 1 Hour(s)
Authors Kate McCallum, well-respected financial adviser, and Julia Newbould, editor-at-large of Money magazine, and combine their expertise to bring you a practical tips on:
Quick ways to create your cash buffer
Developing a smart spending plan
Growing your job security
Being super and investment savvy
This session will be moderated by Victoria Weekes SF FIN, President, FINSIA
FINSIA has copies of Kate and Julia’s book available for purchase at 25% off the RRP. Please email [email protected] to purchase a copy.
Kate McCallum, Financial adviser and director of Multiforte Financial Services
Kate McCallum is a financial adviser and director of award-winning firm, Multiforte Financial Services. She is Chair of FINSIA’s NSW Council and National Chair of the Association of Financial Advisers’ (AFA) Inspire women’s community.
Kate holds post-graduate qualifications in Commerce, Applied Finance & Investment, and Financial Planning. Kate was awarded AFA’s 2014 Female Excellence in Advice Award and her firm Multiforte was a top three finalist in the AFA 2018 Practice of the Year Award.
Kate has two amazing boys (who both work in financial services) and two wonderful dogs. She is an active member of her local Rural Fire Service. She enjoys hiking, skiing and yoga; and loves good music, fiction, film, fashion and finance.
Kate is excited to be publishing her first book on 31 March: “The Joy of Money”.
Julia Mewbould, Editor-at-Large of Money Magazine
Julia Newbould is a financial writer and commentator with a background in journalism. She was previously editor of Financial Planning and Super Review magazines; managing editor at InvestorInfo and at Morningstar Australia. Julia co-authored The Joy of Money, a book on women and personal finance. She holds a Bachelor of Economics from the University of Sydney where she serves on the alumni council.
Moderator: Victoria Weekes SF FIN, President, FINSIA
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