Sara O'Connor

Investment Adviser

Sarah Oconnor

Sara O’Connor joined Craigs Investment Partners in October 2006. Prior to this, Sara worked at Greenslades and New Zealand Guardian Trust.

Sara enjoys collaborating with a range of clients to achieve their financial goals. Sara’s clients include young investors starting their investment journey through to sporting organisations, large, experienced investors and charitable and family trusts. Sara believes in taking a holistic approach to investing aligning investments with clients values and has a particular interest in ethical and socially responsible investing. Sara is passionate about improving financial literacy, particularly for women.

Sara in involved in her local community and has a number of board positions including a large charitable trust based in Christchurch. Sara is qualified to provide investment advice to citizens of the United States.

Sara holds the following qualifications:

  • FINRA Series 65 Uniform Investment Adviser Law Examination (2018)
  • Certificate of Authorisation AFA (2011)
  • Bachelor of Commerce and Management, Lincoln University (2000)

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

  • NZX Adviser

 

Sara is in an Adviser Partnership with Phill Kinney

Phill-Kinney

Phill Kinney joined Craigs Investment Partners as an Investment Adviser in May 2013. With a background in farming, he completed his tertiary education at Lincoln University and then worked for the National Bank / ANZ Rural and Agri Commercial for 17 years – his last role there was as Regional Manager for the South Canterbury Region.

Phill holds the following qualifications:

  • FINRA Series 65 Uniform Investment Adviser Law Examination (2018)
  • Certificate of Authorisation AFA (2013)
  • Bachelor of Commerce (Agriculture and Valuation), Lincoln University (1994)

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

  • NZX Adviser

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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