Kate McCallum M Comm, Grad Dip App Fin & Investment, Grad Dip (Adv) Financial Planning, Snr Fellow FINSIA

Profile Image
Company Multiforte Financial Services
Title Director and Adviser
Profession Financial Planner
Address 48 Albaha Lane TUMBI UMBI NSW 2261
Email [email protected]
Phone 02 9262 6045


Kate is a Director of boutique advisory firm, Multiforte and a financial services professional with more than 25 years’ experience. She has spent most of her career in the world of investments and superannuation, with executive roles with the likes of Westpac/BT Financial Group, State Street, and Commonwealth Bank. Kate is a speaker, media commentator, and author of The Joy of Money: the Australian woman’s
guide to financial independence.

Kate holds a Master of Commerce, and post-graduate qualifications in Applied Finance & Investment, and Financial Planning. She is Senior Fellow, FINSIA and Chair of its NSW Council. Kate juggles to fit in a range of passions - including skiing, hiking, yoga, reading good books, and as a volunteer firefighter with the NSW RFS.

Kate was awarded the AFA Female Excellence in Advice Award in October 2014 for demonstrating professional excellence and leadership within the financial advice profession. In 2018, her firm achieved a top three finalist award in the AFA Practice of the Year.