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Queenstown Investment Advisers

Our Queenstown Investment Advisers are qualified AFA (authorised investment advisers) and NZX Advisers, or in the process of qualifying.
Queenstown
Level 1, Five Mile Centre
Grant Road, Frankton
Queenstown 9349


queenstown@craigsip.com
+64 3 901 0170
+64 3 901 0179

PO Box 2487
Wakatipu
Queenstown 9349

Advisers

Disclosure Statement [pdf]

Although not a Queenstown local himself, Frasers father and grandparents were all Otago born and he has maintained close links to the region since childhood.

He spent 5 years in Dunedin in the 90s both at University and working, his first job as a sales rep based out of Mosgiel covering Central Otago and Southland. He also later worked for Trustbank Otago before transferring to Auckland.

Fraser joined CIP in 2008 after working as an Agri Business Manager in Gisborne for the BNZ. Prior to this Fraser worked as both a Business Analyst and Business Manager in Auckland for Westpac as well as 2 years in London, working for several Investment Banks in trade support roles.

Fraser was actively involved in the Gisborne community and is a past president of the Gisborne Chamber of Commerce and Rotary Club of Gisborne as well as a previous trustee of Hospice Tairawhiti. He was also a foundation member and trustee of the local Economic Development Agency in Gisborne, Activate Tairawhiti.

Fraser was brought up on a sheep and beef station on the East Coast and his a strong affinity with the rural community. He is particularly interested in assisting farming families with transitioning to life beyond the farm gate and has had extensive involvement in this area.

He is also focused on being a Gateway Broker to new migrants moving to the Central Otago region and assisting with their investment requirements.

Outside of work Fraser loves playing golf, snowboarding, mountain biking and enjoying the outdoors in general.

Fraser holds the following qualifications:

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

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]

Paul Gardner joined Craigs Investment Partners in 2016, and has over 25 years experience in the finance industry. Prior to joining Craigs Investment Partners, Paul worked for a number of years in banking and corporate finance in the UK, Sweden, Finland and New Zealand providing corporate advisory services to listed and unlisted clients, and most recently as a Registered Financial Adviser in the Wanaka and Queenstown area. Paul has a strong background in corporate finance and capital markets as a principal and an advisor, having been involved in a number of debt and equity capital market transactions, company acquisitions, divestitures and restructurings in the Nordic countries, Baltic States, the US and New Zealand.

Paul lives in Wanaka with his wife and two school age children. Outside of work he enjoys tennis, golf, cycling and fly fishing, with varying degrees of success.

Paul holds the following qualifications: 

  • Certificate of Authorisation AFA (2017)
  • Bachelor of Commerce (Finance; Economics), University of Auckland (1986)

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

  • NZX Associate Adviser

Disclosure Statement [pdf]

Andrew Marshall joined Craigs Investment Partners as an Investment Adviser in 2000. Previously he worked for Barclays Bank in London and as a business analyst for the National Bank. He is also a Barrister and Solicitor for the High Court of New Zealand.

Andrew is married with a young family and is a keen golfer who has played off a four handicap and was a volunteer at the 2004 US Open Championship. He also enjoys skiing, rugby, cricket and tennis.

Andrew holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • FINRA Series 65 Uniform Investment Adviser Law Examination – USA (2011)
  • Statement of Attainment ASIC RG 146 Compliance Course – Australia (2011)
  • Bachelor of Laws, Canterbury University (1996)
  • Professionals in Law, NZ Law Society (1996)
  • Bachelor of Commerce (Business Administration & Finance), Canterbury University (1995)

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

  • NZX Adviser
  • Registered Investment Adviser Representative (United States of America)

Disclosure Statement [pdf]

Clare Phillips joined Craigs Investment Partners in July 2016.

Originally from Hereford in England, Clare Phillips has worked in the financial services industry for over 20 years.

Previous employers include Westpac New Zealand and Lloyds Bank PLC in UK. Clare moved from Hereford to
Queenstown in 2007.

Clare is married to Steve and they have two young children. She loves the Queenstown area and feels very fortunate to
call Queenstown home.

In her spare time she enjoys jet boating, 4 wheel drive off road trips and tramping. She also enjoys spending time
with her family and friends.

Clare is committed to working in partnership with her clients to help them create and grow their wealth. She believes that where a client’s financial future is concerned, preparation is everything. She loves seeing her clients achieve their aspirations and financial goals.

Clare holds the following qualifications: 

  • NZX Associate Adviser
  • Certificate of Authorisation AFA (2011)