team

Who you will work with

Your wealth advisers are integral members of your team. You must be able to trust their competence and technical skills. You must trust that they are ethical and will act in your best interests. And you must be able to trust them with information that is personal and at times sensitive.

Our professionals have impeccable credentials – and we care about our clients and their wellbeing. Our team works to bring the necessary financial expertise and care to each client’s situation.

We also work with a network of like-minded professionals, experts in tax, accounting, law and business – to bring you integrated solutions that are more than the sum of their parts.

Kate McCallum, Director & adviser
Kate is a Director of Multiforte and a financial services professional with more than 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 a Bachelor of Arts (Hons), a Master of Commerce, and post-graduate qualifications in Applied Finance & Investment, and in Financial Planning.

She is Chair of FINSIA NSW Council, a member of the AFA Code of Conduct committee, former Vice-President of the Australian School of Business Alumni Advisory Board, and a member of the SMSF Association. Kate is enjoys walking, yoga and skiing. She is currently co-writing a book on money & investing for women.

Kate was awarded the AFA Female Excellence in Advice Award in October 2014 for demonstrating professional excellence and leadership within the financial advice profession.

Tony Clark, Director & adviser
Tony is a Director of Multiforte, with more than 25 years experience in superannuation, investment and financial planning, and an extensive knowledge of business management.

He was a senior executive in the well-known and trusted financial services organisation, NRMA, responsible for managing wealth and life insurance products and financial distribution. Tony is also a seasoned entrepreneur, having developed a successful management consultancy which advised major financial services firms on improving business value.

Tony holds qualifications in Finance & Economics, Company Directorship and Financial Planning.

He is a supporter of the Sydney Swans, and a keen surfer, sailor, snowboarder and yoga practitioner.

Kevin Zhong
Kevin assists our team with our day-to-day client services, reporting and investment analysis. With a passion for data science and finance, Kevin is completing his Bachelor of Actuarial Studies/Commerce at the University of New South Wales.

Anna Grant, Client Relationship Manager

Anna brings more than 10 years of financial services experience, having held operations and client service roles in banking and SMSF administration. Anna is completing her Diploma in Financial Planning.

Terri Mitchell, Client Relationship Manager
Terri has extensive experience in client relationship management in a range of industries, including the medical sector. She has recently transferred her skills to financial services. Terri is currently completing her Diploma of Financial Planning.
Julie Cao
Julie assists our team with our day-to-day client services, reporting and investment analysis. With experience in accounting and risk consulting, Julie is completing her Bachelor of Actuarial Studies/Commerce at the University of New South Wales.
Henri Desmarais, Office Manager

Henri is an experienced business leader, with sound business acumen and an extensive knowledge of cost accounting and administration. With more than 20 years professional experience, Henri has held various international sales and marketing management roles in the apparel industry, and was the General Manager of a software development company. Henri also worked as a business consultant for a large private group prior to moving to Australia in 2008.

Henri holds a Master of Business Administration (France).

Casie Cassidy

Casie works with Kate providing executive administrative support. With experience in financial services firms, large and small, Casie is super organised and assists with meetings, communications and events.