Tim McCallum

Experience

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  Westpac

  Feb 1982 - Mar 1987

  Bank Officer

  Key Responsibilities•Initially general banking at branch level.•Specialised within International Department handling all export/import, foreign exchange and overseas dealings.

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  Scarborough Amateur Football Club

  Feb 1983 - now

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  • Patron

    Jan 1999 - now

  • Committee Member

    Feb 1983 - Jan 2016
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  Getley Paulsen & Associates Pty Ltd

  Mar 1987 - Mar 1990

  Insurance & Investment Adviser

  Key Responsibilities•This position involved all aspects of the marketing of life insurance, investments funds and associated products. I was totally responsible for my own client base, which involved: *Prospecting & obtaining appointments; new & existing clients *Preparation of plans/submissions *Technical & product studies *Establishment of referral networks *Ensure my business remains a profit centre within the holding company.

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  AMP Financial Planning

  Feb 1990 - Jun 2005

  Advice Management Roles

  Key Roles•State Training Manager, WA AMP•State Market Segment Manager, AMP•Manager, Agent Support, AMP•Agency Development Manager, AMPPractice Development Manager, AXA/Charter FP

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  Guardian Financial Planning & Cameron Walshe

  Jul 2005 - Jun 2007

  State Manager, WA

  Key Responsibilities•Recruit & develop external financial adviser network.•Introduce new financial planning practices and maximise organic growth.•Improve business process within the practices including compliance.•Introduce Fee for Service & Client Value Propositions•Member of National Management team.•Responsible for state based P&L.

• 

  BT

  Jun 2007 - Sept 2011

  Regional Manager WA, Distribution

  Key Responsibilities•Lead & develop the State Distribution team of 6 people (2 BDMs, BDO & admin)•BT Product lines – BT Wrap, margin lending, risk insurance, investment funds•Over 400 key users producing over $210 million in net flows•Member of National Management team.•Responsible for state based P&L.

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  Future2 Foundation

  Jan 2011 - now

  Future 2 - The foundation of the Australian financial planning professional.

  • National Grants Committee Member

    Mar 2023 - now

  • WA Committee Member

    Jan 2011 - now
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  10X Business Coaching

  Jan 2012 - Jul 2012

  General Manager WA, 10X (Contract)

  10X is an industry-leading solution to the challenge of delivering business growth & development systems to the SME market in WA. Our main focus is to grow, develop and enhance businesses using our proven 'Fab 5' strategies. 10X specialist business coaches utilise a variety of leading edge methods including our flagship "Coaching Club"!

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  Perpetual Asset Management Australia

  Aug 2012 - Sept 2023

  Regional Manager, WA

  Perpetual is one of Australia’s most experienced investment and trustee groups, with an enduring passion for protecting and growing our clients’ wealth. Our vision is to be the leading provider of wealth management products and services to financially successful investors and their advisers, and to be the leading corporate trustee. Founded in Sydney in 1886 as Perpetual Trustees, we’ve helped generations of Australians invest and manage their wealth through all market conditions. Today we manage investment funds of close to $21.5 billion, administer over $770 billion of client funds, and advise clients on over $15.2 billion of investments (as at 31 March 2020). Show less

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  Capstone Financial Planning

  Mar 2024 - now

  Practice Manager WA & SA