The Financial Planning Association of Australia The Financial Planning Association of Australia

Catherine Crase, CFP®


Name Catherine Crase CFP®
Company Planwell Financial Group
Address Level 5, 65 Brougham St
Geelong, VIC 3220
Phone 03 5225 5900

Initially I trained and worked as an accountant but I'm now part of the financial planning profession. I enjoy helping clients to optimise their financial potential through helping them to make informed financial decisions. Clients can benefit from my assistance in the areas of superannuation, investments, portfolio management, retirement planning, personal insurance, aged care strategies and budgeting.

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