Helen Bullick

Helen leads Craigs’ Specialised Wealth Advisory Team and is a member of both the Craigs’ Wealth Management Leadership Team and the Investment Strategy Group. The Specialised Wealth team works alongside Craigs’ financial advisers nationwide to deliver an additional level of service to clients with significant wealth. Their expertise spans asset allocation, governance, investment strategy, portfolio construction, client education, intergenerational wealth planning, and philanthropy.

Helen also oversees Craigs’ alternative assets programme, sourcing access to private equity, infrastructure and private credit investments. She is also responsible for the firm’s Active Investor Plus Visa investment offering.

Before joining Craigs, Helen was Mergers and Acquisitions Manager at Fonterra, where she led the sale of Tip Top in 2019 and drove strategic projects in functional nutrition, sales disruption, and global operations. Her earlier career includes commercial, strategic, and business development roles at Orion Health, as well as investment banking experience with both Jarden and Craigs.