Accelerate and Elevate
Empowering financial journeys
As we celebrate International Women's Day, we delve into the critical theme of accelerating action for women in advice. In our podcast Praemium's Kylie Paton interviews Kate O'Callaghan of Shaw and Partners and Tahli Cavagnino of Kofkin Bond. From encouraging financial literacy, leveraging modern technology and creating pathways to a career in financial advice Kate and Tahli discuss their views on creating a more equitable gender balance in the industry over the coming decades.
Accelerating action in advice
Kate and Tahli share their unique journeys into financial planning. Their stories reflect not only personal growth but also the challenges women face in entering the world of advice.
This episode reveals insights about the increasing wealth of women and the demand for female advisors and the skill sets women bring to advice. We discuss the importance of building supportive networks, where women can uplift each other professionally, combating the narrative that financial advising is overly complicated—a misconception they aim to debunk. View the short video for an excerpt of the full conversation.
