About
Katie Douglas-Clifford joined Craigs Investment Partners Tauranga Branch as an Investment Adviser in May 2016 and has many years’ experience in the Financial Services industry. Previous roles include four years at Macquarie Bank in Sydney advising private clients on Superannuation and Managed Investments, and two years at Fisher Funds working as a specialist in KiwiSaver.
Katie is passionate about working with clients to help them achieve their investment goals.
Qualifications
- Certificate of Authorisation AFA (2017)
- Bachelor of Commerce (Finance), University of Auckland (2006)
- Bachelor of Arts (Psychology), University of Auckland (2006)
- NZX Adviser
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