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Simon Allen

Investment Adviser
Simon  Allen

Simon Allen joined Craigs in January 2024. Prior to this, Simon held leadership roles across a variety of industries in NZ and Australia.

Simon advises clients in all aspects of equity investments, specialising in portfolio management for private clients, family trusts and KiwiSaver. He is passionate about partnering with clients to help them achieve their financial goals.

A keen sportsman, Simon represented NZ at age-grade cricket. In 2019, Simon returned from Australia with his wife and two children, settling back in Wellington where we was born and raised.


  • Certificate in Financial Services Level 5 (2023)
  • Bachelor of Law (1st Class Honours) – University of Canterbury (2008)
  • Bachelor of Commerce (Economics) – University of Canterbury (2008)
  • Barrister and Solicitor of the High Court of NZ