Annabel joined Craigs Investment Partners as an Investment Adviser in January 2015 where she advises on all aspects of portfolio management involving shares and fixed interest. Prior to this, Annabel spent 6 years with ANZ Private Bank as a Private Banker providing investment advice, portfolio management and asset allocation advice to high net worth individuals, Estates, Trusts and Charitable Trusts. Before that Annabel worked at Goldman Sachs JB Were for 10 years doing the same. Building relationships and understanding her client’s needs is very important to Annabel as everybody is different.

Annabel holds the following qualifications:

• Certificate of Authorisation AFA (2011)
• Diploma in Personal Financial Planning, Massey University (2005)

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

• NZX Adviser