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Invercargill Investment Advisers

Our Invercargill Investment Advisers are qualified AFA’s (authorised investment advisers) and NZX Advisers, or in the process of qualifying.
Invercargill

49 Kelvin Street
Invercargill 9810

invercargill@craigsip.com
+64 3 214 9939
+64 3 214 9933

PO Box 1246
Invercargill 9840

Advisers

Disclosure Statement [pdf]

Blair joined Craigs Investment Partners as an Investment Adviser in February 2017. He brings extensive experience in the financial services industry having previously worked for Crowe Horwath (NZ) Ltd as a Senior Business Adviser.

Blair advises clients on all aspects of equity and fixed interest investments, specialising in investment strategy and portfolio management. Blair utilises his all-round advisory and management skills to partner with clients to enable them to achieve their investment goals and objectives.

Blair holds the following qualifications:

  • New Zealand Diploma of Business (Accounting) (2001)
  • Bachelor of Commerce (Accounting) Otago University (2004)
  • Diploma for Graduates (Accounting) Otago University (2006)
  • Associate Chartered Accountant (2015)
  • Certificate of Authorisation AFA (2017)

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

  • Chartered Accountants of Australia and New Zealand

Disclosure Statement [pdf]

David Goble joined Craigs Investment Partners in February 2006. He has over 20 years of experience in the Financial Services Industry working with professional trustee corporations, Perpetual Trustees and Trustees Executors. David spent five years as an Investment Adviser for Forsyth Barr.

A member of Queens Park Golf Club and a Director of the Invercargill North Rotary Club, David is also a lifelong supporter of the Arsenal Football Club. He enjoys most sports and is an avid reader. David’s wife is a Chartered Accountant and they have two children.

David holds the following qualifications: 

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2003)
  • Introduction to Financial Planning FPG Education Merit Pass (1993)
  • Bachelor of Arts, Otago University (1995)

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

  • NZX Adviser

Disclosure Statement [pdf]

Dave Hodgson joined Craigs Investment Partners in October 2004. Dave’s earlier working career was in the rural sector, having worked as a livestock representative for two leading Stock and Station Agency’s.

After a year spent traveling overseas with a young family, and having recognised the importance of education, Dave went to University as an adult student and completed a Commerce Degree (majoring in accounting) and a Graduate Diploma in Finance at Lincoln University. Subsequent to this, he worked as an Auditor and then as an Accountant for two well respected firms in Canterbury.

Dave balances his interest in the capital markets with a passion for all things outdoors, particularly tramping, mountain biking, fishing and diving.

Dave holds the following qualifications: 

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2005)
  • Graduate Diploma of Commerce (Accounting and Finance), Lincoln University (2003)
  • Bachelor of Commerce and Management (Accounting), Lincoln University (2002)

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

  • NZX Adviser

Disclosure Statement [pdf]

Jason Kennedy joined Craigs Investment Partners in November 2006, and prior to this, he worked at Greenslades Limited as an Adviser Assistant.

Outside of work, Jason enjoys mountain biking, watching sports, reading and spending time with his two children.

Jason holds the following qualifications:

  • NZX Diploma (2010)
  • Certificate of Authorisation AFA (2011)
  • Bachelor of Commerce (Finance and Economics), University of Otago (2006)

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

  • NZX Adviser