Katherine Jane Cramsie
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264414
- Location
- Sydney NSW 2000
- Licensee
- Lorica Partners Pty Limited (AFSL 237314)
- Authorised since
- 29 May 2023
- First provided advice
- 2004
- Qualifications
- Bachelor of Business, University of Technology (1999); Diploma of Financial Planning, Financial Planning Association of Australia (2002); Ethics & Professionalism, KAPLAN (2019)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Katherine Jane Cramsie
Katherine Jane Cramsie is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000264414.
Advice is given under the Australian financial services licence of Lorica Partners Pty Limited, licence number 237314. That authorisation dates from 29 May 2023.
According to the register, Katherine first provided financial advice in 2004. The qualifications listed for Katherine include Bachelor of Business (University of Technology, 1999), Diploma of Financial Planning (Financial Planning Association of Australia, 2002) and Ethics & Professionalism (KAPLAN, 2019). Katherine is recorded as a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Katherine Jane Cramsie a registered financial adviser?
Yes. Katherine Jane Cramsie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264414.
Which licensee does Katherine Jane Cramsie work under?
Lorica Partners Pty Limited, Australian financial services licence 237314.
What can Katherine Jane Cramsie give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.