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New Plymouth Investment Advisers

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

First Floor
9 Young Street

New Plymouth Central
New Plymouth 4310

newplymouth@craigsip.com
+64 6 759 0015
+64 6 759 0016

PO Box 8011
New Plymouth Central
New Plymouth 4340

Advisers

Disclosure Statement [pdf]

Andrew joined Craigs Investment Partners in 2014, having over 11 years finance experience. Andrew advises private clients, companies, trusts and estates on portfolio management. He completed his tertiary education at Massey University before joining The National Bank as a Rural Bank Manager. He then worked for Barclays Capital in London for 4 years gaining experience in the Investment Banking sector before returning to New Zealand where he worked for a leading Private Bank as a Private Banker for a further 4 years.

Having recently hung up his rugby boots, Andrew still enjoys staying active participating in a number of sports and activities.

Andrew holds the following qualifications:

  • Bachelor of Applied Science (Valuation and Management) (2003)
  • Certificate of Authorisation AFA (2011)

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

  • NZX Associate Adviser

Disclosure Statement [pdf]

Christine joined Craigs Investment Partners in 2012. Prior to this role she worked in investment management managing $200 million of funds in the New Zealand and Australian share markets. She has worked across a number of managed financial products in the New Zealand market including KiwiSaver.

Christine grew up in Taranaki and has returned with her young family. She enjoys an active lifestyle in Taranaki, in particular surfing and all things outdoors. She has also spent time training and competing sport horses across the globe.

Christine holds the following qualifications:

  • Certificate of Authorisation AFA (2012)
  • NZX Associate Adviser (2012)
  • Bachelor of Business Studies (Finance), Massey University (1999)

Disclosure Statement [pdf]

Colin Clarke has worked for Craigs Investment Partners since 2001. Previous to his current role, Colin has been an adviser for the New Zealand Government, a partner of an Accounting Practise, and the CEO of the Taranaki Chamber of Commerce.

In his spare time Colin works on his small winery in the Taranaki and enjoys mountain climbing. He has previously climbed some of the tallest mountains in the world.

Colin holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2004)
  • Chartered Accountant (1989)
  • Bachelor of Business Studies (Accounting), Massey University (1976)
  • Diploma in Dairy Technology, Massey University (1971)

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

  • NZX Adviser
  • A member of the NZ Institute of Chartered Accountants

Disclosure Statement [pdf]

Mark joined Craigs Investment Partners in 2017, having spent the last 10 years in rural finance with the ASB in New Plymouth.

Mark completed his tertiary education at Massey University before joining ASB as a rural graduate in 1999 and relocated to Australia in 2002 to complete a dairy farm conversion in South West Victoria. During this time Mark also worked for the Commonwealth Bank as a Relationship Executive.  He returned to New Plymouth in 2005 as a Rural Manager with ASB.

Outside of work Mark enjoys all things sporting, but particularly cycling, both road and mountain, and spending quality time with his family.

Mark holds the following qualifications:

  • Certificate of Authorisation AFA (2017)       
  • Bachelor of Applied Science (Valuation and Farm Management) (1999)

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

  • NZX Associate Adviser 

 

 

Disclosure Statement [pdf]

Michael Regan has worked for Craigs Investment Partners since 1995. Previous to his current role, Michael was the founder of Regan & Co, a local New Plymouth sharebroking firm, before Craigs Investment Partners acquired this in 1995. Michael has extensive experience in the finance industry, which spans over 25 years.

Michael holds the following qualifications:

  • Diploma in Business Studies (Financial Planning)
  • Certificate of Authorisation AFA (2011)

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

  • NZX Adviser

Disclosure Statement [pdf]

Shelley joined Craigs Investment Partners in 2012, after living in Australia for over 15 years. Whilst in Australia, Shelley worked in a number of different roles for financial institutions, such as Merrill Lynch, Deutsche Bank and financial planning subsidiaries of National Australia Bank. Shelley was a partner in a private wealth management practice in Melbourne prior to returning home to New Plymouth.

Shelley has two young children and enjoys movies, books and takes any opportunity to be actively part of the outdoors.

Shelley holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • National Certificate in Financial Services (2011)
  • Certified Financial Planner (CFP) (2003)
  • Graduate Diploma in Financial Planning, FINSIA, Australia (2002)
  • Diploma in Financial Markets, FINSIA, Australia (1999)

She is a member of or accredited with the following:

  • NZX Associate Adviser
  • Financial Planning Association (Australia)