Wealth Networking Series: Delivering Excellence in Advice

Thursday 14 May, 2015
5:30 pm-7:30 pm
The Banking and Finance Oath (BFO) together with the Women in Banking and Finance are pleased to share with you a discussion on the ethics, future and excellence of the financial advice industry. Highlights now available to view.

The Ethics Centre
Level 1, 161 Castlereagh Street, Sydney
Please join us before/afterwards with drinks and snacks provided 

Watch a short film from the evening

We have experienced complicated changes to legislation, a shift in government strategy, lack of trust and consumer confidence sits an all-time low. Recommendations have been made, so how effective will they be in addressing these issues? 

Participate in a discussion about the implications of these tighter controls on the delivery of advice and the objectives and results of recent reforms directly with the panel.

The BFO is excited to be partnering with Women In Banking and Finance.



Kate McCallum Kate is a Director of Multiforte and a financial services professional with 25 years experience. She has an extensive knowledge of investment, superannuation and financial advice, having held executive roles with leading international and Australian financial services organisations including Westpac/BT Financial Group, State Street, and Commonwealth Bank.

Kate holds post-graduate qualifications in Commerce, Applied Finance & Investment, and Financial Planning.
She is a Board member of the Australian School of Business Alumni Advisory Board, a Committee member of Women in Banking & Finance, and a member of the SMSF Professionals Association. Kate is passionate about yoga and is attempting to learn jazz piano.

Sally Loane joined the FSC as Chief Executive Officer in December 2014.

Prior to this she had an extensive career in the corporate sector, working at Coca-Cola Amatil from 2006-2014 as the Director of Media and Public Affairs, and in the media industry, where she worked as a journalist for Australia's major print, radio and television media organisations.
Sally spent several years in the press gallery in Parliament House, Canberra as a journalist, and five and a half years as a broadcaster for ABC radio in Sydney where she hosted the Morning program on 702 ABC Sydney. She worked as a journalist, columnist and feature writer for The Australian, The Sydney Morning Herald, The Age, The Sun, The Courier-Mail, the Sun Herald and The National Times, and as a reporter on Channel 10.Her first book, an investigative examination of Australia’s child-care industry, was published in 1997 .

Sally is a director of Waratahs Rugby P/L, SCEGGS Darlinghurst, a governor of the Cerebral Palsy Foundation, co-deputy chair of the Committee for Sydney and a member of the Salvation Army’s Media Advisory Board. She chaired the Salvation Army’s Sydney East Doorknock Appeal from 2008-2011.

Clare Payne, Consulting Fellow for Ethics in Banking and Finance, St James Ethics Centre.

Clare Payne is an ethics advisor currently holding the position of Consulting Fellow for Ethics in Banking and Finance with St James Ethics Centre whilst also privately consulting to a range of organisations on business ethics, values and corporate social responsibility.

Clare previously managed the Integrity Office of Macquarie Bank (2000-2011) and she was the Founder of the Banking and Finance Industry Ethics Panel and the Banking and Finance Oath. In 2011 Clare was nominated in the FINSIA Pinnacle Awards category for ‘Most Outstanding Thought Leader’ in Financial Services.

She is a Vincent Fairfax Fellow for Ethics in Leadership and was awarded the inaugural Robin Cosgrove Prize for Ethics in Finance, Geneva. She has a strong interest in the education sector and has held teaching positions teaching finance, business and law students at The University of Melbourne and Macquarie University.

David Murray chaired the Australian Financial Services Inquiry in 2014. He was the inaugural Chairman of the Australian Government Future Fund Board of Guardians between 2006 and 2012. During his time with the Future Fund he was elected inaugural Chairman of the International Forum of Sovereign Wealth Funds.

He was previously the Chief Executive Officer of the Commonwealth Bank of Australia between 1992 and 2005. In this time David oversaw the transformation of Commonwealth Bank from a partly privatised bank to an integrated financial services company.

David is a member of the Oliver Wyman Senior Advisory Board. He has previously served as a member of the Finance Sector Advisory Council and the APEC Business Advisory Council.

In 2001 he was awarded the Centenary Medal for service to Australian Society in banking and corporate governance and in 2007 he was made an Officer in the Order of Australia (AO) for his service to the finance sector both domestically and globally and service to the community.

The Oath

  • Trust is the foundation of my profession.
  • I will serve all interests in good faith.
  • I will compete with honour.
  • I will pursue my ends with ethical restraint.
  • I will help create a sustainable future.
  • I will help create a more just society.
  • I will speak out against wrongdoing and support others who do the same.
  • I will accept responsibility for my actions.

In these and all other matters;
My word is my bond.

The Vision

A banking and finance industry that meets the community’s needs and has its full confidence thereby fulfilling its integral role in society.