Financial Adviser · SYDNEY, NSW

Katherine Jane Cramsie

SYDNEY, NSW

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000264414

Currently at

Lorica Partners

Sydney, NSW (firm address)

View firm profile

Katherine Jane Cramsie is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry since 2004. Katherine is currently authorised under Lorica Partners. Katherine holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Katherine's qualifications include a CFP from Professional Designations - Financial Planning Association of Australia. Katherine is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Business

University of Technology

2002

Diploma of Financial Planning

Financial Planning Association of Australia

2005

CFP

Professional Designations - Financial Planning Association of Australia

2019

Ethics & Professionalism

Ethics - KAPLAN

Registration History

Lorica Partners Pty Limited

May 2023 - Present Current

Adviceiq Partners Pty Ltd

Dec 2014 - May 2023 Ceased

Source: ASIC Financial Advisers Register