About
Simon joined Craigs Investment Partners in March 2002 and specialises in the area of Private Wealth Management. Simon advises private clients, estates, charitable and private trusts and institutional clients in asset allocation, fixed income investments and equity strategy.
Prior to becoming an investment adviser, Simon was a corporate accountant working for ABN AMRO NZ Equities Ltd, Salomon Smith Barney Ltd (Citibank) in London and a Wellington based accounting firm.
He is a member of or accredited with the following organisations: New Zealand Institute of Chartered Accountants.
Qualifications
- Certificate of Authorisation AFA (2011)
- NZX Diploma (2005)
- Chartered Accountant, New Zealand (1998)
- Bachelor of Business Studies (Accounting), Massey University (1994)
- NZX Adviser
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