Simon Coulter

Investment Adviser

Simon Coulter

Simon joined Craigs Investment Partners in March 2002 and specialises in the area of Private Wealth Management. Simon advises private clients, estates, charitable and private trusts and institutional clients in asset allocation, fixed income investments and equity strategy.

Prior to becoming an investment adviser, Simon was a corporate accountant working for ABN AMRO NZ Equities Ltd, Salomon Smith Barney Ltd (Citibank) in London and a Wellington based accounting firm.

 

Simon holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2005)
  • Chartered Accountant, New Zealand (1998)
  • Bachelor of Business Studies (Accounting), Massey University (1994)

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

  • NZX Adviser
  • New Zealand Institute of Chartered Accountants

Auckland Branch Details

Branch Address

Level 32, Vero Centre
48 Shortland Street
Auckland 1010

Postal Address

PO Box 1196
Shortland Street
Auckland 1140