About
Tom Rattray joined Craigs Investment Partners in October 2019.
Prior to this Tom worked in Melbourne, holding senior positions within the financial services industry, in both large firms and SME, specialising in income maximisation.
Tom enjoys working with individuals to help them achieve their financial goals. He advises in all aspects of equity investments, focusing on portfolio management for private clients, charities, trusts and KiwiSaver.
Qualifications
- Certificate of Authorisation AFA (2020)
- Tier 2 Financial Advisory, Institute of Financial Learning (2012)
- Bachelor of Commerce (Economics), University of Canterbury (2008)
- NZX Adviser
Download
Disclosure Statement
PDF 188 KB