Charlotte became an Investment Adviser with Craigs in March 2019. Prior to that, she spent nearly 10 years in investment banking in Auckland with Craigs and its sister companies. Charlotte advised corporate clients on a range of equity and debt issues, as well as mergers, acquisitions and business strategy.

Charlotte is excited to be part of Craigs’ Hawke’s Bay branch and the local community, having recently relocated to the area with her family. Charlotte is committed to working in partnership with clients to help manage their investments and grow their wealth.

Charlotte enjoys spending time on the family farm with her young children and is also a Trustee of the Maraekakaho Early Childhood Centre.

Charlotte holds the following qualifications:

• Certificate of Authorisation AFA (2019)
• Bachelor of Laws, Bachelor of Commerce, University of Otago (2007)

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

• NZX Adviser

Charlotte is a Craigs Investment Partners approved DIMS adviser.