Cath Whitaker is the CEO of Selfwealth Ltd (ASX: SWF), Australia's third largest brokerage company and the pioneer of flat-fee brokerage in Australia.

In this Australian Investors Podcast episode, Cath joins Owen Rask to talk about her journey prior to joining Selfwealth and how, during the run-off of the Covid pandemic, saw an exciting opportunity to turn Selfwealth into a wealth platform.

Topics discussed:

• Cath's background in consulting and risk management


• How a CEO assesses a company like Selfwealth and why she accepted the job


• How to think about creating agile teams in an established organisation


• Isn't Australian share brokerage just a race to the bottom?


• Cath's vision of a Selfwealth platform focused on wealth management


• The key metrics that Cath, as CEO, follows every day and uses to inform herself of the company's progress


• How and why Cath spends 50% of her day internally and 50% externally

You'll like this episode of The Australian Investors Podcast if you want to know what goes on behind the scenes of a brokerage platform, how the ecosystem works, and what it takes to join and revitalise an established company.

Please note: Selfwealth is a long-term sponsor of The Australian Investors Podcast. However, this episode was not paid-for (i.e. it was included as part of the long-term sponsorship), I -- Owen -- simply wanted to speak with Cath about her role and the way she thinks about the brokerage and wealth management space. 

Watch the video version on the Rask Australia YouTube page.

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If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Date recorded:

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