Contact
About
Brett joined Craigs Investment Partners in January 2020. Previously Brett worked as a financial account in 2017, before moving to ANZ’s Private Banking team in 2018
He has gained valuable experience supporting advisers to manage investments for large estates, private, charitable, and community trusts, as well as institutions. This experience includes determining asset allocation and developing strategies for fixed income and equity investments.
Brett uses this pool of knowledge to assist a diverse range of clients, including business owners, retirees, executives, community trusts, and charitable organisations, achieve their financial goals.
Brett enjoys hiking and various sports, including rugby and cricket (watching these days), and participating in endurance-based events. He brings his sportsman ethic into his work life.
He has gained valuable experience supporting advisers to manage investments for large estates, private, charitable, and community trusts, as well as institutions. This experience includes determining asset allocation and developing strategies for fixed income and equity investments.
Brett uses this pool of knowledge to assist a diverse range of clients, including business owners, retirees, executives, community trusts, and charitable organisations, achieve their financial goals.
Brett enjoys hiking and various sports, including rugby and cricket (watching these days), and participating in endurance-based events. He brings his sportsman ethic into his work life.
Qualifications
- Bachelor of Commerce (Economics & Finance), Victoria University of Wellington (2016)
- Graduate Diploma in Business Studies endorsed in Personal Financial Planning, Massey University (2017)
- Certificate of Authorisation AFA (Authorised Financial Adviser) (2021)
Download
Disclosure Statement
PDF 197 KB