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.
