Kate Cross

Kate Cross Email and Phone Number

Investment Operations Senior Specialist at Australian Retirement Trust @ Australian Retirement Trust
Kate Cross's Location
Greater Brisbane Area, Australia
Kate Cross's Contact Details

Kate Cross personal email

n/a
About Kate Cross

Kate has worked in the finance industry for 25 years, with her experience encompassing funds management, global custody, stockbroking, financial planning, and superannuation.

Kate Cross's Current Company Details
Australian Retirement Trust

Australian Retirement Trust

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Investment Operations Senior Specialist at Australian Retirement Trust
Kate Cross Work Experience Details
  • Australian Retirement Trust
    Investment Operations Senior Specialist
    Australian Retirement Trust Nov 2020 - Present
    Brisbane, Queensland, Australia
    View
  • Morgans Financial Limited
    Financial Adviser
    Morgans Financial Limited Jul 2016 - Nov 2020
    Brisbane
    Strategic financial planning and investment management; SMSF's, wealth creation, tax minimisation, retirement planning, risk management, Centrelink and Aged Care.
    View
  • Morgans Financial Limited
    Technical Specialist
    Morgans Financial Limited Apr 2014 - Jul 2016
    Brisbane
    Providing training and technical support to the financial advisers of the Morgans national network
    View
  • Mercer, Brisbane
    Workplace Financial Adviser
    Mercer, Brisbane Jul 2013 - Apr 2014
    Brisbane, Qld
    Presenting educational seminars to corporate super fund members in the workplace, and providing strategic financial planning services to members of the Mercer Super Trust.
  • Rbs Morgans, Brisbane
    Financial Adviser
    Rbs Morgans, Brisbane 2009 - 2011
    Brisbane
  • Rbs Morgans, Brisbane
    Paraplanner
    Rbs Morgans, Brisbane 2005 - 2009
    Brisbane
  • Perpetual Limited, Sydney
    Funds Management / Global Custody
    Perpetual Limited, Sydney 2000 - 2002
    Sydney, Australia
    Led a team of operations analysts in the Global Custody division of Perpetual Funds Limited (now RBC Dexia)
  • Goldman Sachs, London
    Operations Analyst
    Goldman Sachs, London 1998 - 2000
    London, United Kingdom
    Managed the day to day operations and monthly reporting functions of the UK's largest pension fund. Tracked all aspects of the fund such as NAV, settlements, corporate actions, currency hedging, cashflow forecasting, performance analysis.

Kate Cross Skills

Strategic Financial Planning Investments Superannuation Retirement Planning Wealth Management Estate Planning Smsf's Risk Management Equities Personal Insurance Aged Care Centrelink

Kate Cross Education Details

  • Finsia
    Finsia
    Financial Planning
  • University Of Leeds, Uk And University Of Toronto, Canada
    University Of Leeds, Uk And University Of Toronto, Canada
    Economics And Politics Specialising In North American Studies

Frequently Asked Questions about Kate Cross

What company does Kate Cross work for?

Kate Cross works for Australian Retirement Trust

What is Kate Cross's role at the current company?

Kate Cross's current role is Investment Operations Senior Specialist at Australian Retirement Trust.

What is Kate Cross's email address?

Kate Cross's email address is ka****@****.com.au

What schools did Kate Cross attend?

Kate Cross attended Finsia, University Of Leeds, Uk And University Of Toronto, Canada.

What are some of Kate Cross's interests?

Kate Cross has interest in Poverty Alleviation, Social Services.

What skills is Kate Cross known for?

Kate Cross has skills like Strategic Financial Planning, Investments, Superannuation, Retirement Planning, Wealth Management, Estate Planning, Smsf's, Risk Management, Equities, Personal Insurance, Aged Care, Centrelink.

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