Financial Adviser
· SYDNEY, NSW
Kathryn Mccallum
No disciplinary history on record with ASIC
19
Years experience
ASIC Registered · ADV 000314628
Kathryn Mccallum is a financial adviser based in Sydney, New South Wales, with 19 years of experience in the financial services industry. Kathryn is currently authorised under Lorica Partners Pty Limited. Kathryn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Master of Commerce from University of New South Wales. Kathryn is a member of Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia (Finsia).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
1988
Bachelor of Arts (Hons) with majors in English Literature & Economics
University of Sydney
1993
Master of Commerce
University of New South Wales
2000
Graduate Diploma of Applied Finance & Investment
Security Institute of Australia
2005
Graduate Diploma of Financial Planning (Standard)
Kaplan
2007
Graduate Diploma of Financial Planning (Advanced)
Kaplan