Matthew Lee
Investment Adviser
Matthew Lee
Investment Adviser
Matthew Lee joined Craigs Investment Partners in February 2017. Prior to his role at Craigs, Matthew completed his Chartered Accountancy qualification while working as a tax consultant for PwC in New Plymouth. He then worked for ASX listed Origin Energy, and most recently Augusta Funds Management.
Matthew advises clients in all aspects of equity investments, specialising in portfolio management for private clients, family trusts and KiwiSaver.
Matthew holds the following qualifications:
- Certificate of Authorisation AFA (2018)
- Chartered Accountant (2014)
- Bachelor of Commerce & Administration (Accounting / Commercial Law)(2010)
- Bachelor of Arts (Political Science / International Relations) (2010)
He is a member of or accredited with the following organisations:
- NZX Adviser
Matthew Lee joined Craigs Investment Partners in February 2017. Prior to his role at Craigs, Matthew completed his Chartered Accountancy qualification while working as a tax consultant for PwC in New Plymouth. He then worked for ASX listed Origin Energy, and most recently Augusta Funds Management.
Matthew advises clients in all aspects of equity investments, specialising in portfolio management for private clients, family trusts and KiwiSaver.
Matthew holds the following qualifications:
- Certificate of Authorisation AFA (2018)
- Chartered Accountant (2014)
- Bachelor of Commerce & Administration (Accounting / Commercial Law)(2010)
- Bachelor of Arts (Political Science / International Relations) (2010)
He is a member of or accredited with the following organisations:
- NZX Adviser
New Plymouth Branch Details
Contact Us
P: 06 759 0015
[email protected]
Mon-Fri, 8:30am-5pm
Branch Address
First Floor
9 Young Street
New Plymouth 4310
Postal Address
PO Box 8011
New Plymouth Central
New Plymouth 4340