Welcome to Craigs Investment Partners, The Browser that you are currently using is not supported by this site. For best results please upgrade your browser

Hamilton Investment Advisers

Our Hamilton Investment Advisers are qualified AFA’s (authorised investment advisers) and NZX Advisers, or in the process of qualifying.
Hamilton
Level 4, PwC Centre
Cnr Anglesea and Ward Streets
Hamilton Central, Hamilton 3204
Car parking information - find out more »
hamilton@craigsip.com
+64 7 838 1818
+64 7 838 0828

PO Box 1282
Waikato Mail Centre
Hamilton 3240

Advisers

Disclosure Statement [pdf]

Stuart Anderson joined Craigs Investment Partners as an Investment Adviser in 2000 and has been a shareholder since 2004. He is passionate about investing and has worked closely with several charitable organisations to help them develop a better understanding of the world if investing.

Stuart enjoys an array of sport but especially rugby league and cricket. He enjoys good food and wine, and spending time outdoors with his family.

Stuart holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2004)
  • Bachelor of Management Studies (First Class Honours), Waikato University (2000)

He is a member of or accredited with the following organisations:

  • NZX Adviser
  • Institute of Directors
  • Founder & Trustee of mesh – Sculpture Hamilton

Disclosure Statement [pdf]

David Armstrong joined Craigs Investment Partners in 2009. He has worked in the banking and finance industry for the last four years as a retail banking manager for the BNZ in Hamilton. Prior to this role, David owned and operated R&R Sport in Hamilton for 15 years.

Outside of work, David has a variety of sporting interests in particular snow sports, mountain biking and golf as well as being an avid Waikato and Chiefs supporter. He enjoys spending his holiday time exploring New Zealand's great outdoors with his wife and two sons.

David holds the following qualifications:

  • Bachelor of Business Studies, Massey University (1991)
  • NZX Diploma (2011)
  • Certificate of Authorisation AFA (2011)

He is a member of or accredited with the following organisations:

  • NZX Adviser

Disclosure Statement [pdf]

Geoff Buchan joined Craigs Investment Partners as an investment adviser in 1998.  As a member of the New Zealand Institute of Directors, he has a keen interest in corporate governance. Outside of the office, he is a keen golfer and also enjoys diving and fishing.

Geoff holds the following qualifications:

  • NZX Diploma (2002)
  • Bachelor of Science (Resources & Environmental Planning) (Honours), Waikato University (1995)
  • Certificate of Authorisation AFA (2011)

He is a member of or accredited with the following organisations:

  • NZX Adviser
  • Institute of Directors
  • Board Member - Northern Districts Cricket

Disclosure Statement [pdf]

Anna has over 10 years experience in the financial services industry, including Associate Director PwC, Group Manager Mergers & Acquisitions Telstra Corp (Australia) and Analyst at Deutsche Bank (Australia).

Anna represented New Zealand in swimming and triathlon, having spent four years in the U.S racing professionally. Anna has a passion for getting people active and views health and wealth as equally important. Anna initiated the Waikato Branch’s Women's Health and Wealth lunch series, with the goal of educating, informing and bringing likeminded women together.

Anna provides investment advice to a variety of clients, including managed investments, broking clients and kiwisaver clients. 

Having grown up in Pukekohe and Papakura, Anna is now based in Hamilton/ Cambridge, where she is involved in several community and sporting events.

Anna holds the following qualifications:

  • Certificate of Authorisation AFA (2016)
  • Bachelor of Commerce (Honours) in Accounting and Finance, The University of Auckland (2004)
  • Bachelor of Commerce, majoring in Economics and Finance, The University of Auckland (2003)

Anna is a member of or accredited with the following organisations:

  • NZX Associate Adviser
  • Institute of Directors, Waikato Branch
  • Chamber of Commerce, Waipa

Disclosure Statement [pdf]

Mark Etheridge joined Craigs Investment Partners in 2001. In addition to his degree and diplomas, he also holds a Level Three Certificate in Financial Advising through the Securities Institute of Australia. Mark is a Trustee for MS Waikato Trust, who provides support and resources, for people and carers afflicted with a range of neurological conditions.

Mark enjoys the outdoors, describing himself as ‘very passionate’ about fly fishing. Mark is often called upon to guide overseas visitors and share his knowledge of his chosen sport. He also likes to go sea fishing; and plays the odd game of very amateur golf.

Mark holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2003)
  • Level III Certificate in Financial Advising, FINSIA (2003)
  • Graduate Diploma (Management Information Systems), Waikato University (2000)
  • Graduate Diploma (Economics), Waikato University (1999)
  • Bachelor of Social Sciences (Tourism and Geography), Waikato University (1998)

He is a member of or accredited with the following organisations:

  • NZX Adviser

Disclosure Statement [pdf]

Murray Finch joined Craigs Investment Partners in 2000, after qualifying and working as a financial planner from 1997. He also has experience in the insurance and superannuation industry and spent 10 years in real estate.

Outside the office, Murray is known as a top table tennis player.  He managed and coached the New Zealand team for the 2000 Olympics and is now the National Junior table tennis coach and a National Selector. He also enjoys camping, travelling, good food and wine.

Murray holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2004)
  • Diploma of Business Studies (Personal Financial Planning), Massey University (1998)

He is a member of or accredited with the following organisations:

  • NZX Adviser

Disclosure Statement [pdf]

Kieran Jeffares joined Craigs Investment Partners as an Investment Adviser in 2007 and has been a shareholder since 2009. He has worked in the banking and finance industry for over 14 years.

Kieran is based in Hamilton and provides investment portfolio advice to private clients, companies, trusts, estates and charities.

Outside of work, Kieran has a young family and lives in Pirongia. He enjoys all sports, and endeavours to stay active by participating in a number of sports and activities, all on a strictly social level.

Kieran holds the following qualifications:

  • Bachelor of Business Studies (Finance and Property Management and Valuation), Massey University (1999)
  • Certificate of Authorisation AFA (2011)

He is also a NZX Adviser.

Disclosure Statement [pdf]

Steve Laurie joined Craigs Investment Partners in August 2010, having worked in the banking and finance industry for 10 years. Steve previously worked as a Business Manager for Bank of New Zealand, successfully managing relationships of medium and large businesses, high net worth individuals and organisations.

Outside of work, Steve likes spending time with his family and sports, including martial arts, going to the gym and swimming. Other interests include outdoor pursuits, such as tramping and shooting.

Steve holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • Bachelor of Commerce and Management (Finance), Lincoln University (2000)
  • Bachelor of Science (Animal Science), Lincoln University (1998)

He is a member of or accredited with the following organisations:

  • NZX Associate Adviser

Disclosure Statement [pdf]

Fraser has over 13 years of experience in finance, including Corporate Finance Manager at PwC, equities dealer at Craigs Investment Partners and trading stock options at Citi Group (Wall Street, New York).

Fraser is a Chartered Financial Analyst (CFA) charterholder - one of only around 250 members of the CFA Society NZ.

Fraser spends his time outside of work with his wife and young children. He enjoys playing football, golf, surfing, and kite boarding.

Fraser holds the following qualifications:

  • Certificate of Authorisation AFA (2013)
  • Chartered Financial Analyst Charterholder (2009)
  • Bachelor of Management Studies, majoring in Finance and Economics with Honours (2002)

He is a member of or accredited with the following organisations:

  • NZX Associate Adviser
  • CFA Institute

Disclosure Statement [pdf]

Jon Tanner joined Craigs Investment Partners as an Investment Adviser in 1997. He has over 25 years experience in the financial services industry, in New Zealand and overseas, and is a shareholder in Craigs Investment Partners. Jon holds a number of directorships and is a member of the NZ Institute of Directors.

A former New Zealand hockey player and successful coach, he is currently the chair of the (NZ) Hockey Foundation and Midlands Hockey. Jon was awarded the Companion of the Queen’s Service Order for services to hockey in the 2013 New Year’s Honours list. Jon is keen on all sports, particularly golf and tennis.

Jon holds the following qualifications:

  • NZX Diploma (1988)
  • Bachelor of Commerce (Accounting & Finance), Otago University (1983)
  • Diploma of Financial Planning, Waikato University (1995)      
  • Certificate of Authorisation AFA (2011)

He is a member of or accredited with the following organisations:

  • NZX Adviser
  • NZ Institute of Directors

Disclosure Statement [pdf]

Ross Tritt joined Craigs Investment Partners in 2002. He has in excess of 25 years experience in the banking industry including the Bank of New Zealand, Trust Bank Waikato and Westpac. He has owned and operated several small businesses.

Ross is keen on all sports, especially boating, fishing and his lifestyle property.

Ross holds the following qualifications:

  • Certificate of Authorisation AFA (2011)

He is a member of or accredited with the following organisations:

  • NZX Associate Adviser