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Pat Romero

Investment Adviser - Superannuation & Savings
Pat Romero

Pat Romero joined Craigs in March 2024. Previously, he worked at AdviceFirst for nearly six years where he moved through the ranks, initially starting in the Wealth Administration team, followed by Paraplanner then moving to Financial Adviser in 2022.

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.

  • 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)