Charlotte began her career with Craigs Investment Partners at the Whanganui Branch in 2012. After gaining valuable experience in Auckland, Charlotte returned home to Whanganui to take up her current role as an Investment Adviser.
Charlotte works closely with her clients to understand their individual needs and help them find tailored investment solutions. She advises across all areas of equity investments and portfolio management, including KiwiSaver, UK Pension Transfers, and Craigs’ premium services. Charlotte is passionate about helping her clients and advising them to achieve their financial goals.
Charlotte hails from a family with strong ties to the agricultural and aviation industries in Whanganui and the broader rural regions. Outside of work, she embraces the joys of family life with her husband and their three children. Charlotte’s iwi is Ngāi Tahu of the Otago rohe.
- Certificate of Authorisation AFA (2015)
- Bachelor of Science (Psychology), Canterbury University (2008)
- NZX Adviser