Jake Olsen

Investment Adviser

Jack Olsen

Jake joined Craigs Investment Partners as an investment advisor in April 2014. As an Investment Adviser with Craigs Investment Partners, Jake advises clients in all aspects of equity investments, specialising in portfolio management for private clients, family trusts and KiwiSaver.

Previously he spent over 3 years at Diageo in London as a member of their mergers and acquisitions team working on Global and European deals. Prior to this he worked with PwC in Auckland as a member of their corporate finance team covering valuation, mergers and acquisitions and strategic consultancy for a wide range of privately held and publicly listed companies covering an array of industries. Jakes local and international experience, at one of London's largest publicly listed companies and at New Zealand’s largest consultancy firm, provides an excellent platform for evaluating and understanding investment opportunities.

 

Jake holds the following qualifications:

  • Certificate of Authorisation, AFA
  • Bachelor of Commerce (Finance), Auckland University (2006)
  • Bachelor of Property, Auckland University (2006)

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

  • NZX Adviser
  • Authorised Financial Adviser

 

Jake is in an Adviser Partnership with Gretchen Williamson

Gretchen Williamson

Gretchen Williamson joined Craigs Investment Partners as an Investment Adviser in April 2005. Previously, she spent two years in Hong Kong as a financial planner and then seven years in Sydney as a Global Markets Dealer and Private Client Adviser, specialising in superannuation. She was also a regular presenter of share market updates for One News Midday bulletin.

Gretchen advises clients in all aspects of equity investments, specialising in portfolio management for private clients, family trusts and KiwiSaver. Gretchen is an accredited dealer of global equities and derivatives; fixed interest; government bonds and debentures; and managed funds - with a particular emphasis on New Zealand and Australian markets.

Gretchen holds the following qualifications:

  • Certificate of Authorisation AFA (2012)
  • NZX Diploma (2008)
  • Post Graduate Diploma (Finance), Otago University (1996)
  • Bachelor of Commerce (Finance), Otago University (1995)

She 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