Our people

Tony Clark, Terry Downing and Kate McCallum are Multiforte’s owners and partners.  We’re all qualified financial advisers with upwards of 15 years experience in financial services. Making the most of personal finances is our forte. 

You will deal with our partners from day one, and from then on, a partner will personally look after you.

Terry Downing

Terry has over 30 years experience in financial services in financial planning, superannuation, investments, banking, life and general insurance as a senior executive, board member and consultant.

He has an extensive knowledge of the investment process including asset allocation, risk management, investment policy and funds management.

Terry is a non-executive director of Integral Energy and MGIC Australia and a member of the NSW Workers Compensation Insurance Fund Investment Board.

He believes there is a significant opportunity to provide improved financial planning advice to Australians based on personal experience as both a client and service provider.

Qualifications:

• Bachelor of Commerce (UWA)
• Master of Management (MGSM)
• Certified Practicing Accountant
• Fellow of Australian & New Zealand
• Institute of Insurance & Finance
• Fellow of Institute of Company Directors

Tony Clark

Tony has over 20 years experience in superannuation, investment, financial planning, life and general insurance.

Tony was a Senior Executive for over ten years in a leading Australian financial services organisation, responsible for managing superannuation, investment and life insurance product and financial distribution.

He has continued to build his knowledge of this sector and the banking industry over the past eight years, as a management consultant working with senior management in leading financial services organisations to improve customer and business value.

He has a passion to provide better financial planning advice in the Australian market based on his first hand experience during his time in the industry.

Qualifications:

• Graduate Diploma of Financial Planning (Deakin)
• Diploma of Company Directors (AICD)
• Bachelor of Business–Finance and Economics (UTS)
• Diploma of Teaching (STC)
• Member, Financial Planning Association of Australia

Kate McCallum

Kate has over 20 years professional experience, with 15 years in superannuation, investment, insurance and financial planning with leading Australian financial services organisations, including State Street, Commonwealth Bank and Westpac.

She has been responsible for managing superannuation and investment products and services for a range of clients, from large employer superannuation funds and investment managers to business owners and individual investors. Kate has focused in the past four years on financial advice, developing these services at Westpac Financial Planning.

With a desire to help people grow their understanding of super and investments and gain control of their finances, Kate believes there is a real opportunity to make a difference to the quality of financial advice available, particularly for women and professionals.

Qualifications:

• Graduate Diploma of Financial Planning (Tribeca)
• Graduate Diploma of Applied Finance &
• Investments (Securities Institute of Australia)
• Master of Commerce (University of NSW)
• Bachelor of Arts Honours (University of Sydney)
  

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