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Pat Romero

Investment Adviser - Superannuation & Savings
Pat Romero
About

Pat Romero joined Craigs Investment Partners Wellington Branch in March 2024, bringing with him nearly six years of experience from AdviceFirst. Pat began his career in the Wealth Administration team before progressing to Paraplanner and, in 2022, being appointed to the role of Financial Adviser. His journey reflects a strong commitment to professional growth and delivering quality financial advice.

Pat has experience in advising clients in all aspects of equity investments, specialising in portfolio management for private clients, family trusts and KiwiSaver.

Outside of work, Pat enjoys weightlifting, watching rugby league and taking his dogs out for long walks across Wellington.

Qualifications
  • NZ Certificate in Financial Services (Life, Disability and Health Insurance Strand V2), Open Polytechnic (2023)
  • NZ Certificate in Financial Services (Investment Strand V1), Strategi Institute (2021)
  • Bachelor of Design Innovation (Industrial Design), Victoria University of Wellington (2014)
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