Shaun joined Craigs Investment Partners Kerikeri Branch in May 2023, and prides himself on being a trusted, engaged and accessible financial adviser to his clients.
His advice covers all aspects of portfolio construction and management, including direct shares, fixed income, funds, property and alternative investments. By drawing on substantial experience in financial services, Shaun brings a comprehensive view to client wealth generation.
Prior to joining Craigs, Shaun held a range of roles including Private Banker, Assurance & Advisory Manager, and Mortgage Adviser, and managed a programme for a Northland-based primary health care provider.
Having grown up in the Bay of Islands, Shaun is passionate about giving back to the community. Shaun is a long-term trustee for the Bay of Islands Arts Festival Trust and volunteers for several other community initiatives.
In his spare time Shaun can be found at local beaches with his family, or behind a drumkit.
- NZ Certificate in Financial Services (Investment, Level 5) (2023)
- Bachelor of Music (End.), University of Otago (2004)
- Diploma in Applied Management (2009)