Yvonne joined Craigs Investment Partners in February 2020 and is responsible for the operational and strategic management of the Rotorua, Gisborne and New Plymouth branches within the Craigs Private Wealth Advisory network. A key focus for Yvonne is to support Craigs’ Private Wealth Advisers to deliver the best possible outcomes for clients in alignment with their investment goals and circumstances.
Yvonne has over 30 years’ experience in the wealth management and financial services industry in a range of senior leadership and business development positions. Most recently Yvonne was Area Manager – Superannuation and Savings at Craigs before moving into her General Manager position. Prior to Craigs, Yvonne was head of Workplace Savings at AMP New Zealand providing workplace savings solutions to New Zealand businesses and their people and has held roles at other major NZ financial organisations.
Yvonne is a member of the Financial Services Council NZ’s Diversity & Inclusion and Conference Committees and is a qualified Financial Adviser.