Step into an inspiring conversation that explores the dynamic careers of women in financial advice. In this episode, we sit down with two industry trailblazers, Kate O’Callaghan of Shaw and Partners and Tahli Cavagnino of Kofkin Bond, as their share their unique journeys into financial planning. Their stories reflect not only personal growth but also the challenges women face while navigating this traditionally male-dominated industry. As we celebrate International Women's Day, we delve into...
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Step into an inspiring conversation that explores the dynamic careers of women in financial advice. In this episode, we sit down with two industry trailblazers, Kate O’Callaghan of Shaw and Partners and Tahli Cavagnino of Kofkin Bond, as their share their unique journeys into financial planning. Their stories reflect not only personal growth but also the challenges women face while navigating this traditionally male-dominated industry. As we celebrate International Women's Day, we delve into...
The Wealth Transfer Challenge: Addressing Australia's Unmet Financial Needs
Praemium Advice Leaders
36 minutes
2 years ago
The Wealth Transfer Challenge: Addressing Australia's Unmet Financial Needs
Join us as we venture into the world of wealth management with Francis Rigby, Director at Financial Advice Matters and the firm's Head of Advice. He shares valuable insights on handling inheritance and enabling smooth intergenerational wealth transfers, crucial knowledge for financial advisers. This episode sheds light on the critical role of financial education in wealth accumulation, especially for young clients. Learn how actively engaging with the financial system and the marvel of ...
Praemium Advice Leaders
Step into an inspiring conversation that explores the dynamic careers of women in financial advice. In this episode, we sit down with two industry trailblazers, Kate O’Callaghan of Shaw and Partners and Tahli Cavagnino of Kofkin Bond, as their share their unique journeys into financial planning. Their stories reflect not only personal growth but also the challenges women face while navigating this traditionally male-dominated industry. As we celebrate International Women's Day, we delve into...
