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Wellington Investment Advisers

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

 

Wellington

Craigs Investment Partners
PwC Tower
Level 14, 113 - 119 The Terrace
Wellington 6011

wellington@craigsip.com
+64 4 917 4330
+64 4 917 4350

PO Box 10556
The Terrace
Wellington 6143

Advisers

Disclosure Statement [pdf]

Andrew Cathie joined Craigs Investment Partners in April 2001. From 1996 to 1998 he worked in finance for Bankers Trust and Warburg Dillon Read in London. On returning home he worked as an Investment Adviser for Forsyth Barr from 1999 to 2001.

Andrew enjoys working with a wide range of clients. Outside of work he enjoys charitable work, arts, windsurfing, trail running and family life with three young children.

Andrew holds the following qualifications:

  • Master of Business Administration (Merit), Victoria University (2012)
  • FINRA Series 65 Uniform Investment Adviser Law Examination (2011)
  • Statement of Attainment ASIC RG 146 Compliance Course (2011)
  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2002)
  • Diploma for Graduates (Tourism), Otago University (1993)
  • Bachelor of Arts (Anthropology), Otago University (1992)

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

  • NZX Adviser

Disclosure Statement [pdf]

Tyler Cory joined Craigs Investment Partners in October 2017. He started his career in the financial services industry in 1994, working for Salomon Brothers and then Nomura Securities in London. After several years he returned home and embarked on a 19 year career in BNZ markets.

Tyler has spent the last 10 years as a Director of foreign exchange, fixed interest and commodities. His strong focus was on developing hedging strategies for both corporate and fund manager clients.

Tyler understands that individual circumstances are unique and enjoys partnering with clients to build an investment portfolio that reflects their financial objectives.

Tyler holds the following qualifications:

  • Bachelor of Management Studies (Marketing & International Management), University of Waikato (1993)
  • Certificate of Authorisation - AFA (2017)

Disclosure Statement [pdf]

David Cheape joined Craigs Investment Partners in 2003. Prior to this he was the director of Corporate and Institutional Banking for the Bank of New Zealand for 13 years.

Outside of investments and the financial markets he enjoys boating, fishing, travelling and golfing.

David holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2009)
  • Bachelor of Commerce & Administration (Business Administration & Commercial Law), Victoria University (1974)

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

  • NZX Adviser

Disclosure Statement [pdf]

Tim Crooks joined Craigs Investment Partners in September 2012.

Before joining the Wellington branch, Tim was a Project Manager with Wellington City Council and has an extensive background in regional economic development strategy. During this time, Tim also managed the Council’s investment in economic impact research.

With clients based throughout the Kapiti Coast and the wider Wellington region, Tim works on delivering investment strategies for individual investors, family trusts and charitable trusts.
Based in Wellington since 1999, Tim and his young family are often spotted at Te Papa, Westpac Stadium, walking the waterfront or enjoying some of the local cafes and parks.

Tim holds the following qualifications:

  • Bachelor of Business Studies, Massey University (1999)

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

  • Certificate of Authorisation AFA (2013)
  • NZX Associate Adviser

Disclosure Statement [pdf]

Keith Ferguson joined Craigs Investment Partners in April 2001. He previously worked at Merrill Lynch, before its New Zealand operations were sold to Craigs Investment Partners in 2001. Keith has been an adviser for over 25 years.

Outside of work Keith likes to get out and play a round of golf.

Keith holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • Registered General US Securities NASD Series 7 Qualification (1998)
  • NZX Diploma (1992)
  • Chartered Accountant (1991)
  • Bachelor of Commerce (Marketing), Otago University (1975)

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

  • NZX Adviser
  • NZ Institute of Chartered Accountants

Disclosure Statement [pdf]

Julia Gardiner joined Craigs Investment Partners in 2001. She has been in the Stock Broking Industry since 1975 and a client adviser since 1980. Her previous senior adviser roles include those at Merrill Lynch and ANZ McCaughhan Securities.

In her spare time she enjoys pilates, walking, kayaking and the more sedate activities of painting and reading.

Julia holds the following qualifications: 

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (1994)
  • Registered General US Securities NASD Series 7 Qualification (1998)
  • New Zealand Society of Investment Analysts Certificate (1990)

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

  • NZX Adviser

Disclosure Statement [pdf]

Anne Hare joined Craigs Investment Partners in 2007. Anne has over 30 years experience in the financial markets industry, having worked in the banking sector from 1983 to 1996 and as an Investment Adviser since 1997.

Anne represented New Zealand as an Athlete - the highlight was to race in the inaugural women’s Olympic 5,000m final in Atlanta 1996. Anne coaches juniors including a college cross country team.

Anne holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2004)
  • Graduate Diploma in Business Studies Financial Planning (2001)
  • Bachelor of Arts - Sociology & Women's Studies (1996)

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

  • NZX Adviser

Disclosure Statement [pdf]

Melika King joined Craigs Investment Partners in February 2006. Prior to this role, Melika has worked in a number of New Zealand and overseas companies in the finance industry, including UBS Investment Banking in London and Salomon Smith Barney on the research side.

Outside of work Melika enjoys travel and is an avid sports fan.

Melika specialises in portfolio management for private clients, family and charitable trusts and Kiwisaver. She enjoys helping people manage their investments and grow their wealth.

Melika holds the following qualifications:

  • NZX Diploma (2011)
  • Certificate of Authorisation AFA (2011)
  • Statement of Attainment ASIC RG 146 Compliance (2010)

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

  • NZX Adviser

Disclosure Statement [pdf]

Tim Martin joined Craigs Investment Partners in June 2014 after a 12 year career in the NZ Energy sector in Finance, Commercial Management and Risk Management roles. Tim worked for Meridian Energy for 7 years and Contact Energy for 5 years.

A born and bred Wellingtonian, outside of work Tim enjoys fishing, tennis and golf when time permits as well as spending time with family and friends.

Tim holds the following qualifications: 

  • Certificate of Authorisation AFA (2015)
  • Bachelor of Commerce & Administration, Victoria University (2003)

He is accredited with the following organisations:

  • NZX Associate Adviser

Disclosure Statement [pdf]

James Porteous joined Craigs Investment Partners in 2001. He has had extensive experience in the finance industry. Previously James was the Vice President's assistant at Merrill Lynch, before its New Zealand operations were sold to Craigs Investment Partners in 2001.

Outside of work James enjoys golf and skiing.

James holds the following qualifications:

  • Certificate of Authorisation AFA (2011)

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

  • NZX Adviser

Disclosure Statement [pdf]

Belinda Stanley joined Craigs Investment Partners in February 2002. Prior to this she worked as a dealer and equities adviser for Salomon Smith Barney NZ Ltd.

Outside of work Belinda enjoys travel, golf, sailing, gardening and spending time with her three sons.

Belinda holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • Registered General US Securities NASD Series 7 Qualification (2000)
  • NZX Diploma (1998)
  • NZ Society of Investment Analysts Diploma, Securities Institute of Australasia (1998)
  • Bachelor of Commerce (Economics), Canterbury University (1990)

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

  • NZX Adviser

Disclosure Statement [pdf]

Karl Williscroft joined Craigs Investment Partners in July 2016.

Prior to this Karl worked in London for Bank of New York and JP Morgan Chase before commencing a 12 year career at ANZ Bank which culminated in the position of Senior Dealer at ANZ Securities focussing on institutional equities.

Karl has a deep understanding of financial markets and enjoys helping clients realise their wealth potential and navigate the challenges and opportunities that constantly arise.

Previously he represented New Zealand in road cycling and now outside of work enjoys mountain biking and spending time with his three sons.

Karl holds the following qualifications:

  • Diploma in Technical Analysis, Society of Technical Analysts (2012)
  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2008)

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

  • NZX Adviser
  • Member of Society of Technical Analysts of New Zealand
  • Member of Australian Technical Analysts Association