Shelley Voullaire

Investment Adviser
Shelley  Voullaire
About

Shelley Voullaire joined Craigs Investment Partners in 2012, after living in Australia for over 15 years. Whilst in Australia, Shelley worked in a number of different roles for financial institutions, such as Merrill Lynch, Deutsche Bank and National Australia Bank. Prior to returning to New Plymouth, Shelley was a partner in a private wealth management practice in Melbourne.

Having experienced different investment philosophies and practices through her career, Shelley is committed to working in partnership with clients to help create and grow their wealth and enable clients to achieve the lifestyle they aspire to. Shelley has clients throughout the North Island delivering investment strategies for individual investors, family trusts, companies, Estates and Charitable Trusts.

Qualifications
  • Certificate of Authorisation AFA (2011)
  • National Certificate in Financial Services (2011)
  • Certified Financial Planner (2003)
  • Graduate Diploma in Financial Planning (2002)
  • Diploma in Financial Markets (1999)
  • NZX Adviser
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