John McCool

Investment Adviser

John McCool

John McCool joined Craigs Investment Partners as an Investment Adviser in October 2007.  He has been involved in the financial markets industry since 1987 and advising investors since 1992. Previously, John held senior roles at The National Bank of NZ in their Private Banking & Managed Fund business units (1992-2005) and then as principal of Prime Asset Management (2005 – 2007).

John is able to provide advice on all mainstream financial products and investments both listed and unlisted.  This includes Equities, Fixed Interest Securities, Debenture Investments, Money Market, Managed Funds, Investment Trusts, Savings Plans, Superannuation Schemes, Managed Investment Schemes, Foreign Exchange, Private Equity and at Call Investments. With this experience, his typical clients include Individuals, Partnerships, Family & Charitable Trusts with $500,000 or more to invest.

John holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2008)
  • Certificate of Attainment (National Bank of NZ Ltd, Shaping our Future Programme) Massey University Graduate School of Business (2002)
  • Diploma in Business Studies with Endorsement in Finance, Massey University (1995)
  • Bachelor of Business Studies, Massey University of New Zealand (1982)

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

  • NZX Adviser

Contact John on:

Phone:  +64 7 927 7886

John is in an Adviser Partnership with Caroline Sykes

Caroline-Sykes

Caroline Sykes joined Craigs Investment Partners as an Investment Adviser in October 2018 after working as a Private Wealth Assistant in the Tauranga Branch for three years.

Caroline has worked in the financial services industry for over 10 years, working for advisory firms in New Zealand and in the superannuation industry in Australia.

Caroline advises clients on all aspects of equity and fixed interest investments. She enjoys building long term relationships with clients, helping them to succeed in achieving their long term investment goals.

 Caroline holds the following qualifications:

  • Certificate of Authorisation AFA (2018)
  • Bachelor of Laws/Bachelor of Arts (Sociology), University of Canterbury (2001)

Caroline is a Craigs Investment Partners approved DIMS adviser.

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Tauranga Branch Details

Branch Address

Craigs Investment Partners House
158 Cameron Road
Tauranga 3110

Postal Address

PO Box 13155
Tauranga Central
Tauranga 3141