About
Matthew Lee joined Craigs Investment Partners in February 2017. Prior to his role at Craigs, Matthew completed his Chartered Accountancy qualification while working as a tax consultant for PwC in New Plymouth. He then worked for ASX listed Origin Energy, and most recently Augusta Funds Management.
Matthew advises clients in all aspects of equity investments, specialising in portfolio management for private clients, family trusts and KiwiSaver.
Qualifications
- Certificate of Authorisation AFA (2018)
- Chartered Accountant (2014)
- Bachelor of Commerce (Accounting and Commercial Law) (2010)
- Bachelor of Arts (Political Science and International Relations) (2010)
- NZX Adviser
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