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Janice Allan

Investment Adviser - Superannuation and Savings
Janice Allan
About

Janice joined Craigs in September 2019 working with the Superannuation Transfer Team. Previously she was a Portfolio Risk Adviser with Rothbury Life for four years reviewing clients Life/Trauma/Disability and Health Insurances.

Janice reviews and advises clients in all aspects of their Kiwisaver and mySTART portfolios, assisting them to make educated choices in their investment decisions and goals. She has a real passion to make sure clients understand the importance of saving for their future.

Qualifications
  • National Certificate of Business Administration and computing level 3 (2021)
  • New Zealand Certificate in Financial Services (Level 5 V2) (2021)
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