Roger Coulter

Investment Adviser

Roger Coulter

Roger Coulter has a background in both Finance and Engineering and joined Craigs Investment Partners in 2009. Roger specialises in investment management for private clients, trusts and charities.

Roger brings a significant understanding of industry sectors and company valuations, having worked for several years in the investment banking team of global bank ABN AMRO, advising major corporates and public sector clients on business strategy, mergers, acquisitions, divestments and raising new capital.

Prior to this, Roger worked for 11 years as a consultant in the energy and utility sector internationally, with experience in eight countries, advising major corporates, industry regulators and funding organisations.

Roger has regularly presented capital market updates for TVNZ News programmes and has served on the Board of Surgionix, a medical innovations company. He has also served as an independent expert in court covering investment matters.

 

Roger holds the following qualifications:

  • Bachelor of Engineering (First Class Honours), Brighton, England (1990)
  • Chartered Engineer, Engineering Council, UK (1995)
  • Postgraduate Diploma in Accounting and Finance, ACCA, UK (2001)
  • NZX Diploma (2011)
  • Certificate of Authorisation AFA (2011)

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

  • NZX Adviser
  • Institution of Engineering and Technology

Roger is in an Adviser Partnership with Sandra Quemba

Sandra Quemba

Sandra joined Craigs Investment Partners in 2010 and is a Chartered Financial Analyst (CFA) charter holder.

She advises on all aspects of portfolio management involving shares and fixed interest, for individuals, family trusts and charitable trusts, who need to manage their assets to achieve defined objectives of wealth maximisation and income generation. Sandra is authorised to provide investment advice to clients residing in the US.

She has an international background in financial markets, having started her career as a Fixed Income Dealer for Institutional clients in Colombia where she is originally from.

With qualifications in Engineering and Finance, Sandra is known for her integrity and practical advice which is backed by sound analysis.

Sandra holds the following qualifications:

  • Bachelor of Industrial Engineering/Diploma in Business
  • Administration, Los Andes University, Bogota, Colombia (2002)
  • Diploma in Stocks and Financial Securities Operation, Cesa University, Bogota, Colombia (2004)
  • Graduate Certificate in Business, Auckland University of Technology (2008)
  • Certificate of Authorisation AFA (2013)
  • CFA Charterholder (2014)

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

  • NZX Adviser
  • CFA Institute
  • CFA Society of New Zealand

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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