Tanya Osborne

Investment Adviser

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Tanya joined Craigs Investment Partners in November 2016 where prior to joining the firm she was an Private Wealth Adviser with JBWere providing investment advice, portfolio management and asset allocation advice to individuals, trusts, estates and charitable organisations.

Previously she spent a year as a Private Banker with the BNZ.

Tanya has always had a passion for investment markets beginning her career in 1999 spending two years with the New Zealand Stock Exchange in a legal role and then spent six years in London working in a number of legal and compliance roles for various investment banks including ABN AMRO, Merril Lynch and HSBC Investment Bank. Upon returning to NZ in 2009 she spent four years as Head of Compliance for JBWere NZ before moving into investment advisory.

 

Tanya Osborne holds the following qualifications:

  • Bachelor of Commerce (Economics) (Otago University) (1997)
  • Bachelor of Laws (Otago University) (1998)
  • Certificate of Authorisation AFA (2013)

She is a member or accredited to the following organisations:

  • NZX Adviser

Tanya is in an Adviser Partnership with Tom Woodhams

Tom Woodhams

Tom Woodhams joined Craigs Investment Partners as an investment adviser in October 2016. Prior to joining Craigs, Tom worked in Auckland for 8 years and London for 6 years as a senior foreign exchange dealer, servicing the needs of some of the world’s largest fund managers. His time spent in foreign exchange markets has given Tom a deep appreciation for global markets and broader geopolitical issues.

Tom advises clients in all aspects of equity and fixed income investments, specialising in portfolio management for private clients, family trusts and KiwiSaver. He is passionate about helping his clients achieve their financial goals.

Tom holds the following qualifications:

  • Certificate of Authorisation AFA (2017)
  • Bachelor of Arts, Bachelor of Commerce, Auckland University (2003)

He 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