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 advises clients in all aspects of equity investments, specialising in KiwiSaver, Superannuation and Savings, and presents educational seminars in respect to KiwiSaver and Investor Basics.

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