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Sara O'Connor

Investment Adviser
Sara O'Connor

Sara O’Connor joined Craigs Investment Partners in October 2006. Prior to this, Sara worked at Greenslades and New Zealand Guardian Trust.

Sara enjoys collaborating with a range of clients to achieve their financial goals. Sara’s clients include young investors starting their investment journey through to sporting organisations, large, experienced investors and charitable and family trusts. Sara believes in taking a holistic approach to investing aligning investments with clients values and has a particular interest in ethical and socially responsible investing. Sara is passionate about improving financial literacy, particularly for women.

Sara is involved in her local community through mentoring of young women and has governance roles including Trustee of local charity One Mother to Another and Villa Maria College. Sara is qualified to provide investment advice to citizens of the United States.

  • FINRA Series 65 Uniform Investment Adviser Law Examination (2018)
  • Certificate of Authorisation AFA (2011)
  • Bachelor of Commerce and Management, Lincoln University (2000)
  • NZX Adviser