Patrick Lee
Investment Adviser

Patrick Lee
Investment Adviser
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)
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)
Patrick is in an Adviser Partnership with Joe Falkner

Joe Falkner
Investment Adviser
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
Christchurch Branch Details
Contact Us
P: 03 379 3433
[email protected]
Mon-Fri, 8:30am-5pm
Branch Address
Level 3, Craigs Investment Partners House
76 Victoria Street
Christchurch 8013
Postal Address
PO Box 90
Christchurch Mail Centre
Christchurch 8140