Natalie has 20 years in financial services, with experience in client service, administration and paraplanning roles in financial advisory practices. Natalie has a Bachelor of Commerce (Finance), a Certificate IV in Business and an Advanced Diploma of Financial Services (Financial Planning). Natalie enjoys spending time with her family; being active whether swimming, home gym workouts or walking her dog; and loves exploring food and wine regions.

Lachie is a key member of the Multiforte team, assisting with client service, administration, reporting and investment analysis. He has more than three years’ experience with Multiforte. Passionate about becoming a financial adviser, Lachie is currently completing a Bachelor of Commerce (Finance and Economics) at the University of Newcastle. In his spare time, Lachie enjoys surfing his quiver of surf crafts, traveling, and cooking Italian delicacies.

Anna has more than 15 years’ financial services experience, having held operations and client service roles in banking, SMSF administration and financial advice. Anna has a Diploma of Financial Planning and is completing her Diploma in Project Management. Anna enjoys yoga and photography, and has a keen eye for fashion and design.

Leah brings 25 years’ financial services experience to the Multiforte team, having held senior client relationship roles in leading global institutional investment firms and in financial advice. Leah holds a Bachelor of Business (Accounting), a Graduate Diploma in Applied Finance & Investment and an Advanced Graduate Diploma of Financial Planning. Leah enjoys reading, swimming, yoga and creating healthy delicious food for her family.