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