Tanya McMurtrie

Investment Adviser

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Tanya McMurtrie joined Craigs Investment Partners as an Investment Adviser in June 2019. Previously, as an Investment Adviser, she spent 8 years with ASB Bank Limited & 5 years with Westpac Banking Corporation.

Tanya is passionate about helping her clients achieve their financial goals and grow their wealth. She believes that where a client’s financial future is concerned, preparation and understanding are everything. She loves helping her clients achieve their financial aspirations and goals.

Tanya is committed to supporting the local community and has been a mentor for Big Brothers Big Sisters in Nelson since March 2010. She is also passionate about running and in her spare time has set a personal goal to run a marathon on all 7 continents. To date she has completed 4; North America, Asia, Europe and of course Australasia. A highlight for 2019 was completing a half marathon in Antarctica.

Tanya holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • Postgraduate Diploma in Personal Financial Planning, The Open Polytechnic of New Zealand (2006)
  • Diploma in Business Studies, The Open Polytechnic of New Zealand (2000)

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

  • NZX Adviser

 

Tanya is a Craigs Investment Partners approved DIMS adviser.

Nelson Branch Details

Branch Address

Craigs Investment Partners
9 Buxton Square
Nelson 7010

Postal Address

PO Box 772
Nelson
7040