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Jasmine Kramer

Prospex Financial Planning

Silver
10 Yrs Experience
Bowen Hills, QLD 4006

I am an experienced financial adviser devoted to guiding individuals, couples, families, and businesses towards their financial aspirations.

I use my extensive background in finance, having previously worked for some of Australia’s largest institutions, including Commonwealth Bank Financial Planning Pathways, BT Financial Group, and National Australia Bank. Since beginning my professional career in 2012, I have developed a suite of effective strategies to enhance my clients' financial well-being.

I have a personalised approach and am dedicated to my clients, providing them with the confidence to navigate the complexities of the financial advice landscape.

Outside of my business, I cherish the time spent with my husband and two children. I coach my daughter's netball team and enjoy watching the incredible team's growth each year.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

The first consultation is at no charge and obligation free. Throughout the appointment we may discover that there are ways in which we can assist, to help you achieve your goals. Once we know how we can assist, we base any costs on the amount of work that has to be done. This is always a fair price to you, the client, and a fair price to me, the adviser, for the amount of work needed in the research, preparing and implementing the advice.

At a glance

  • Adviser status Silver
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Bachelor of Commerce (Banking and Finance)
  • Language spoken
    • English

Prospex Financial Planning

Level 1, Suite A, 14 Jordan Terrace
Bowen Hills, QLD 4006

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Apex Macro Financial Group Pty. Ltd.

AFSL 498715