About
Richard Moir joined Craigs Investment Partners as an Investment Advisor in May 2018. Previously, he spent 5 years working for HSBC New Zealand as a Personal Banker after moving back to NZ in 2012. Richard has over 8 years of experience in banking and investments in the UK, where he worked in a range of roles with HSBC and Lloyds Bank.
Richard has experience specialising across all products and services Craigs offer including Managed Portfolio Services, Sharebroking, KiwiSaver and UK/Australian Pension Transfers.
Qualifications
- New Zealand Certificate in Financial Services Level 5 (2018)
- Diploma in Regulated Financial Planning, The Chartered Insurance Institute, UK (2011)
- Level 4 Diploma in Financial Planning, The Chartered Insurance Institute, UK (2011)
- Certificate in Life and Pensions, The Chartered Insurance Institute, UK (2011)
- Award in Financial Planning, The Chartered Insurance Institute, UK (2011)
- Level 3 Certificate in Financial Planning, The Chartered Insurance Institute, UK (2011)
- NZX Adviser
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