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.

Shani has more than 10 years’ professional experience in Human Resources and Financial Advice. She has expertise in client service, project coordination and paraplanning – and is passionate about providing meaningful, personalised advice to clients. Shani holds a Bachelor of Commerce (Financial Planning), and an Advanced Diploma of Financial Planning. A keen tennis player, Shani enjoys snow sports and cooking and is trying to conquer Spanish.

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.

Kate McCallum is one of our financial advisers and directors. She has more than 30 years' financial services experience and an extensive knowledge of investment, superannuation and financial advice, having held executive roles with leading organisations including Westpac/BT Financial Group, State Street, and Commonwealth Bank. Kate is a conference speaker and a regular contributor to the money media.

Kate holds post-graduate qualifications in Commerce, Applied Finance & Investment, and Financial Planning. She is also an SMSF Specialist Advisor.

Kate was awarded AFA’s 2014 Female Excellence in Advice Award and Multiforte was a top three finalist in the AFA 2018 Practice of the Year Award.

Kate has two amazing boys (who both work in financial services) and two wonderful dogs. She is a Board member for the Central Coast Conservatorium of Music. She enjoys swimming, skiing and yoga; and loves good music, fiction, film, fashion and finance. Kate is co-author of The Joy of Money: The Australian Woman’s Guide to Financial Independence - winner of the 2020 Australian Business Book Award for Personal Finance.