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14 May 2025 by Laura Dew

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Westpac head sets up own shop

  •  
By Christine St Anne
  •  
2 minute read

Financial planning practice will operate on a fee-for-service model.

Westpac Financial Planning's head of offer and design, Kate McCallum has left the company to start her own practice.

The new financial planning practice is called Multiforte Financial Services and will operate on a fee for service basis.

"Our focus will be on providing intelligent solutions for our clients," McCallum said.

Multiforte Financial Services has three principals including McCallum. The other two principals are Tony Clark and Terry Downing.

 
 

Downing has worked for NZI Insurance and Clark worked with NRMA Financial Services.

Both Downing and Clarke ran their own consultancy businesses for eight years.

The practice is signed on with the dealer group, Charter Financial Planning.