Skip to main content

Chantal Baxter

Investment Adviser | In partnership with Stuart Anderson
Chantal Baxter
About

Chantal Baxter joined Craigs Investment Partners in April 2016, after spending 11 years in the Financial Services Industry abroad.

Chantal advises clients in all aspects of equity investments, specialising in portfolio management for private clients, family trusts and charitable organisations. She takes the time to understand clients’ financial goals, risk tolerance and investment preferences and works in partnership with her clients to help them achieve their financial goals.

Chantal is passionate about financial education and hosts seminars in the Waikato region with the goal to improve investor confidence, particularly for women. Chantal is also passionate about sustainable investing and is a member of the Responsible Investment Association Australasia.

 

Qualifications
  • NZX Adviser
  • Graduate Diploma in Business Studies (Personal Financial Planning) – Massey University
  • Certificate of Authorisation AFA (2018)
  • Diploma in Wealth Management, INSETA, South Africa (2012)
  • Certificate in Long Term Insurance, INSETA, South Africa (2010)
Download