Kate Cramsie Email
Independent Financial Advisor @ Lorica Partners
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Kate Cramsie Location
- Sydney, NSW, AU
Kate Cramsie Work
- 2023 -now Independent Financial Advisor @
- 2011 -2023 Financial Adviser @
- 2012 -2015 Dealer Group Services Consultant (Casual) @ AdviceIQ Partners Pty Limited
- 2003 -2008 Financial Adviser @ Mercer Wealth Solutions Limited
- 2001 -2006 Paraplanner @ Mercer Wealth Solutions Limited
- 1997 -2001 Paraplanner @ Associated Planners Financial Services
Kate Cramsie Education
- Australian Council for Education Research (ACER)
FASEA Adviser Exam (Financial Planning and Services)
2019-2019 - Kaplan Australia
FASEA Bridging Course (Financial Planning and Services)
2019-2019 - Financial Planning Association Australia
Certified Financial Planner (Financial Planning and Services)
2003-2005 - Deakin University
Diploma (Financial Planning and Services)
1999-2002 - University of Technology Sydney
Bachelor's degree (Business)
1996-1999
Kate Cramsie Summary
- Kate Cramsie, based in Sydney, NSW, AU, is currently a Independent Financial Advisor at Lorica Partners. Kate Cramsie brings experience from previous roles at Logical Financial Management Australia, AdviceIQ Partners Pty Limited and Mercer Wealth Solutions Limited. Kate Cramsie holds a 2019 - 2019 FASEA Adviser Exam in Financial Planning and Services @ Australian Council for Education Research (ACER). Kate Cramsie has 1 emails on RocketReach.
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