Fraser Thomson

Investment Adviser

Fraser Thomson

Fraser Thomson joined Craigs Investment Partners in November 2015. He previously worked at Aon Hewitt as an Account Manager for their KiwiSaver and Master Trust products following his move from the UK in 2013.

Fraser has over 15 years of experience working in pensions and investments in the UK where he worked in a range of roles with Standard Life and Scottish Widows. This extensive experience in the UK allows him to help those who have moved to New Zealand from overseas, especially where UK Pensions and other investments are concerned, in addition to New Zealand Citizens looking to invest.

In addition to specialising in managing UK Pension portfolios he works in Partnership with Martin Allison where they advise private clients, companies, trusts and estates on portfolio management.

Fraser holds the following qualifications:

  • Certificate of Authorisation AFA (2016)
  • Financial Planning Certificate, Chartered Insurance Institute (CII), UK (2001)

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

  • NZX Adviser

Contact Fraser on:

Phone:  +64 9 358 7507

Fraser is in an Adviser Partnership with Martin Allison

Martin Allison

Martin Allison has been employed with Craigs Investment Partners since 2004. Martin has over 25 years experience in the finance industry having previously worked as the Investment Manager for Goldman Sachs JB Were from 1998 to 2004.

Prior to this, Martin also held managerial positions with Royal Sun Alliance, Sovereign Insurance and National Mutual.

 

Martin holds the following qualifications:

  • Postgraduate Diploma of Business Studies (Finance), (2006)
  • NZX Diploma (2009)
  • Certificate of Authorisation AFA (2011)

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

  • NZX Adviser

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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