Joe Falkner

Investment Adviser

Joe-Falkner

Originally from Christchurch, Joe joined Craigs Investment Partners in February 2016 following four years at Balmoral Asset Management, a Chartered Financial Planning firm in Edinburgh, where he advised private clients on all aspects of financial planning.

Prior to entering financial services, Joe’s background was in golf - attending Lincoln University on a golf scholarship before working in Canada for a short time and ultimately spending two seasons as a Professional Caddie on the Ladies European Tour.

 Joe holds the following qualifications:

  • Certificate of Authorisation AFA (2017)
  • Level 4 Certificate in Discretionary Investment Management, The Chartered Insurance Institute, UK (2014)
  • Level 4 Certificate in Securities Advice and Dealing, The Chartered Insurance Institute, UK (2014)
  • Level 4 Diploma in Regulated Financial Planning, The Chartered Insurance Institute, UK (2013)
  • Bachelor of Commerce, Finance and Marketing, Lincoln University (2008)

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

  • NZX Adviser

Joe is in an Adviser Partnership with Patrick Lee

Patrick-Lee

Patrick Lee has been with Craigs Investment Partners, formerly Lawerence Milton & Howarth, since 1991 to 2004 as an Investment Adviser and partner. Prior to this, Patrick worked as an Investment Adviser for United Sharebrokers Limited and Chamberlain Sturge & Chamberlain Anderson Sturge.

Patrick holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • NZSE Diploma (1993)
  • Bachelor of Commerce (Accounting), Canterbury University (1983)

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

  • NZX Adviser
  • Institute of Financial Professionals NZ Inc (INFINZ)

 

View more

View Patrick's Profile >

Christchurch Branch Details

Branch Address

Level 3, Craigs Investment Partners House
76 Victoria Street
Christchurch 8013

Postal Address

PO Box 90
Christchurch Mail Centre
Christchurch 8140