Heidi Findley

Investment Adviser

Heidi

Heidi Findley joined Craigs Investment Partners in 2003, after completing a Bachelor of Business Studies from Massey University.

Heidi enjoys working with clients to help them achieve their financial goals – with a strong focus on providing investment solutions for retirees requiring income along with growth to protect their retirement nest egg from inflation.

Heidi works with a wide range of clients, from "mum and dad" investors and Family Trusts through to Charitable Trusts and Not for Profit organisations.

 Heidi holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2008)
  • Bachelor of Business Studies (Finance), Massey University (2003)

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

  • NZX Adviser

Whangarei Branch Details

Branch Address

1 Robert Street
Whangarei Central
Whangarei 0110

Postal Address

PO Box 573
Whangarei 0140