Andrew has extensive investment experience with over 20 years as an Investment Adviser. He works collaboratively with clients, tailoring their investment portfolios to achieve each clients’ unique investment objectives.
Andrew advises clients in all aspects of equity investments, specialising in investment strategy and portfolio management for private clients, family trusts, estates, charitable trusts, family offices, and corporates. Andrew also has over 12 years experience in designing and managing investment portfolios for clients looking to obtain NZ residency through the Immigration New Zealand Active Investor Plus Visa, Investor Plus, Investor 2, and Parent Retirement Visa.
Andrew is a Craigs Investment Partners shareholder and approved DIMS adviser.
- Certificate of Authorisation AFA (2011)
- FINRA Series 65 Uniform Investment Adviser Law Examination (2011)
- Statement of Attainment ASIC RG 146 Compliance Course (2011)
- Bachelor of Laws (1996)
- Professionals in Law (1996)
- Bachelor of Commerce (Business Administration and Finance) (1995)
- NZX Adviser
- Registered Investment Adviser Representative (USA)