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Rotorua Investment Advisers

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

First Floor, 1196 Whakaue Street
Rotorua 3010

rotorua@craigsip.com
+64 7 348 1860
+64 7 348 1863

PO Box 1148
Rotorua 3040

Advisers

Disclosure Statement [pdf]

Tom Davies has been an Investment Adviser since 2000.

Tom is married with 3 children. He is actively involved in the community, as a member of the Rotary Club of Rotorua, and as Trustee of the Geyser Community Foundation, and the Kaharoa Kokako Trust, both charitable trusts established to benefit the community.

In his spare time he enjoys the outdoors, especially fishing, running and golf.

Tom holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2001)
  • Bachelor of Commerce (Agriculture), Lincoln University

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

  • NZX Adviser
  • New Zealand Institute of Directors

Disclosure Statement [pdf]

Chris Dow joined Craigs Investment Partners in February of 2004 to pursue his passion of investing. Prior to that, Chris had been a practicing Veterinarian for 12 years, specialising in Large Animal medicine and surgery.

Outside of family interests, Chris spends his spare time reading, running, going to the movies, and mountain biking.

Chris holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • Graduate Diploma of Business Studies (Financial Planning), Massey University (2004)
  • Bachelor of Veterinary Sciences, Massey University (1992)

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

  • NZX Adviser

Disclosure Statement [pdf]

Matt Harvey joined Craigs Investment Partners in March 2007 as an investment adviser.

With a background in farming, Matt completed a Bachelor of Agriculture (Valuation) from Massey University and was then employed as a graduate in 1995 with the National Bank as a trainee Rural Manager. He spent two years in Canterbury and two years in Hamilton prior to heading to the UK.

In London he worked for Rabo Bank for five years in their Foreign Exchange department, trading short-term interest rates.  After returning back from the UK, he spent another three years working for the National Bank in their rural department.

In his spare time he enjoys trail bike riding, water skiing and anything to do with sports.

Matt holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • Bachelor of Agriculture, Massey University (1994)

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

  • NZX Adviser

Disclosure Statement [pdf]

Malcolm Thomas joined Craigs Investment Partners in February 2008. Malcolm has spent the period since 1995 in Investment Advisory roles. Prior to his move into Investment Advisory, Malcolm also worked for TrustBank and Tower.

Malcolm is a Board Member of Cycling New Zealand and the Treasurer of the Rotorua Mountain Bike Club. Malcolm is married with two adult children.

Malcolm holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • Certified Financial Planner (CFP), (2003)
  • Diploma of Business Studies (Personal Finance Planning), Massey University (1999)
  • Diploma of Teaching, Christchurch Teachers College (1979)
  • BA (Hons), Victoria University (1974)

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

  • NZX Adviser
  • Institute of Financial Adviser

Disclosure Statement [pdf]

James Twist joined Craigs Investment Partners as an investment adviser in January 2002. With a background in farming, he completed his tertiary education at Massey University and then worked for National Bank Rural for nine years – his last role there as the Regional Manager for the King Country Waikato.

In his spare time he enjoys family life, water sports, mountain biking and most other outdoor activities which luckily are all available in abundance in Rotorua.

James holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2010)
  • Post Graduate Diploma of Business Administration (Dispute Resolution), Massey University (2000)
  • Registered Valuer, Valuers Registration Board (1996)
  • Diploma of Business Studies, Massey University (1992)
  • Bachelor of Agriculture (Valuation), Massey University (1991)

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

  • NZX Adviser