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Kate Cramsie

Independent Financial Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Lorica Partners</span>
Intro Book
Experienced financial planning professional with a Certified Financial Planner designation.
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Location
Greater Sydney Area, AU
Skills
  • Financial Planning
  • Superannuation
  • Personal Insurance
  • Portfolio Management
  • Estate Planning
  • Show all
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Bio

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Topline AI
Kate Cramsie is a seasoned financial planning professional with extensive experience in Superannuation, Portfolio Management, and Retirement Planning. She holds a Certified Financial Planner designation and has worked with various organizations, including Lorica Partners and Logical Financial Management Australia.

Credentials

  • Certified Financial Planner
    Financial Planning Association of Australia
    Aug, 2005
    - May, 2026

Experience

Education

  • 2019 - 2019
    Australian Council for Education Research (ACER)
  • 2019 - 2019
    Kaplan Australia
  • 2003 - 2005
    Financial Planning Association Australia
  • 1999 - 2002
    Deakin University
  • 1996 - 1999
    University of Technology Sydney

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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