Katie Douglas-Clifford

Investment Adviser

Katie Dougla-Clifford

Katie Douglas-Clifford joined Craigs Investment Partners as an Investment Adviser in May 2016 and has many years’ experience in the Financial Services industry. Previously, she spent 4 years at Macquarie Bank, Sydney, advising private clients on Superannuation and Managed Investments and most recently, she spent two years at Fisher Funds working as a specialist in KiwiSaver.

Katie holds the following qualifications:

  • Certificate of Authorisation AFA (2017)
  • Bachelor of Commerce (Finance), University of Auckland (2006)
  • Bachelor of Arts (Psychology), University of Auckland (2006)

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

  • NZX Adviser

Tauranga Branch Details

Branch Address

Craigs Investment Partners House
158 Cameron Road
Tauranga 3110

Postal Address

PO Box 13155
Tauranga Central
Tauranga 3141