Matt Willis

Investment Adviser

Matt Willis

Matthew Willis joined Craigs Investment Partners in 1998, having worked for a financial consultancy in Hong Kong.

 Matthew holds the following qualifications:

  • Master of Arts (Hons), Auckland (1996)
  • NZX Diploma (2005)
  • Certificate of Authorisation AFA (2011)

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

  • NZX Adviser

Matt is in an Adviser Partnership with James Lock

James Lock

James Lock entered the finance industry in 1986 as an equities operator on the Auckland Stock Exchange trading floor. As one of the youngest individual members of the New Zealand Stock Exchange at 25 years of age and after learning the trade, James later joined Craigs in 1991 as an Investment Adviser.

James is an AFA and an NZX Adviser who specialises in Private Wealth Management; advising private clients, estates, charitable funds and private trusts in asset allocation, fixed income investments and equity strategy.

Working alongside Matt Willis, James values the team approach to the management of client portfolios and believes it is critical to providing a complete tailored solution for his clients.

 

James holds the following qualifications:

  • New Zealand Exchange Diploma
  • NZX Adviser with the New Zealand Exchange (NZX)
  • Certificate of Authorisation AFA (2011)

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

  • NZX Adviser

View more

View James's Profile >

Auckland Branch Details

Branch Address

Level 32, Vero Centre
48 Shortland Street
Auckland 1010

Postal Address

PO Box 1196
Shortland Street
Auckland 1140