Phil Williams

Investment Adviser

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Phil joined Craigs Investment Partners as an Investment Adviser in July 2019. He has been active in the financial markets since 1986 and immediately prior to moving to Craigs Investment Partners he was with Forsyth Barr.

Phil specialises in portfolio management for private clients, family and charitable trusts, corporate funds and Iwi. He is an NZX Adviser and a Financial Adviser as well as a Certified Member of the Institute of Financial Professionals. Phil graduated from Lincoln University in 1984 with a B.Com(Ag).

Phil holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • Financial Markets Authority, Authorised Financial Adviser (2011)
  • NZX Limited, NZX Adviser (2004)
  • Bachelor of Commerce (Agriculture), Lincoln University (1984)

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

  • NZX Adviser
  • Certified Member, Institute of Financial Professionals New Zealand Inc. (INFINZ)

Phil is a Craigs Investment Partners approved DIMS adviser.

Havelock North Branch Details

Branch Address

Level 1
15 Joll Road
Havelock North 4130

Postal Address

PO Box 8262
Havelock North
4157