Janice Allan

Portfolio Review Adviser

Janice Allan

Janice joined Craigs in September 2019 working with the Superannuation Transfer Team. Previously she was a Portfolio Risk Adviser with Rothbury Life for 4 years reviewing clients Life/Trauma/Disability and Health Insurances.

Janice reviews and advise clients in all aspects of their Kiwisaver and mySTART portfolios. Assisting them to make educated choices in their investment decisions and goals. She has a real passion to make sure clients understand the importance of saving for their future.

Janet holds the following qualifications:

  • National Certificate of Business Administration and computing level 3 (2021)
  • New Zealand Certificate in Financial Services (Level 5 V2) (2021)

Tauranga Branch Details

Branch Address

Craigs Investment Partners House
158 Cameron Road
Tauranga 3110

Postal Address

PO Box 13155
Tauranga Central
Tauranga 3141