Sally McGuire

Investment Adviser

Sally McGuire

Sally McGuire joined Craigs Investment Partners in 2010. She completed a Bachelor of Arts and Bachelor of Commerce at Canterbury, and worked in investment management for a merchant bank in Wellington for a number of years.

Sally then became an Airline Pilot, flying for Dragonair Airlines, and was based in Hong Kong for 16 years. Sally maintained her interest in investments and furthered her experience while living in Asia. She returned to New Zealand with her family and has now returned to the finance industry, and in particular her passion for investment management.

Sally holds the following qualifications:

  • Bachelor of Arts Degree, Canterbury University (1982)
  • Bachelor of Commerce Degree, Canterbury University (1986)
  • Certificate of Authorisation AFA (2012)

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

  • NZX Adviser

Sally is in an Adviser Partnership with William Stevens

William Stevens

William Stevens joined Craigs Investment Partners in 2001 and also became a Director. Previously William worked for Merrill Lynch (formerly Hendry Hay McIntosh) which he joined in 1986, where he had been a Director and Private Client Adviser.

He has worked in the stockbroking and investment advisory industry for over 30 years. Prior to that, he was a Lieutenant Commander in the Royal New Zealand Navy. He has previously been Deputy Chairman of the New Zealand Markets Disciplinary Tribunal and a Director of the Financial Markets Authority. He is also Chairman of the Dingwall Trust for Children. William provides advice to private clients, family trusts and charitable trusts in all aspects of investments and portfolio management.

William holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • FINRA Series 65 Uniform Investment Adviser Law Examination (2011)
  • Registered General US Securities NASD Series 7 Qualifications (1998)
  • NZX Diploma
  • Bachelor of Business Studies, Massey University (1987)

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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