David Scordino

Investment Adviser

Scordino

David joined Craig’s Investment Partners in 2018 as an Investment Adviser after spending 18 years working and living in the UK with his family. Prior to joining Craig’s, David was a Director, Client Adviser for UBS in the North East of England looking after the wealth of private individuals, businesses, pensions funds, charities and trusts. Prior to that he spent 11 years at HSBC managing the wealth and financial planning needs of HSBC’s Corporate Clients.

David holds the following qualifications:

  • Certificate of Authorisation AFA (2019)
  • Certificate in Private Client Investment Advice & Management (2013)
  • Diploma in Financial Planning (2010)
  • Certificate in Mortgage Advice and Practice (2004)
  • Certificate for Financial Advisers (2003)
  • Bachelor of Business, Auckland University of Technology (1998)
  • Diploma in Marketing, Auckland University of Technology (1997)

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

  • NZX Adviser
  • Fellow and member of the Chartered Institute for Securities and Investment
  • Chartered Wealth Manager

David is a Craigs Investment Partners approved DIMS adviser.

David is in an Adviser Partnership with Ashley Brown

Ashley-Brown

Ashley Brown returned to Craigs Investment Partners as an Investment Adviser in September 2021.

She worked at Milford Asset Management for two years from 2019 as a Financial Adviser focusing on KiwiSaver and retirement savings.

Prior to this role, Ashley had joined Craigs Investment Partners in 2015 and worked her way up to an Investment Adviser in 2017, specialising in KiwiSaver, UK Pension Transfers and savings products.

Ashley works in partnership with David Scordino to advise clients in all aspects of equity investments, specialising in portfolio management for private clients, family trusts and KiwiSaver.

Ashley holds the following qualifications:

  • Certificate of Authorisation (2018)
  • New Zealand Certificate in Financial Services Level 5 (2017)

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Auckland Branch Details

Branch Address

Level 32, Vero Centre
48 Shortland Street
Auckland 1010

Postal Address

PO Box 1196
Shortland Street
Auckland 1140