Joe Falkner
Investment Adviser
Joe Falkner
Investment Adviser
Originally from Christchurch, Joe joined Craigs Investment Partners in February 2016 following four years at Balmoral Asset Management, a Chartered Financial Planning firm in Edinburgh, where he advised private clients on all aspects of financial planning.
Prior to entering financial services, Joe’s background was in golf - attending Lincoln University on a golf scholarship before working in Canada for a short time and ultimately spending two seasons as a Professional Caddie on the Ladies European Tour.
Joe holds the following qualifications:
- Certificate of Authorisation AFA (2017)
- Level 4 Certificate in Discretionary Investment Management, The Chartered Insurance Institute, UK (2014)
- Level 4 Certificate in Securities Advice and Dealing, The Chartered Insurance Institute, UK (2014)
- Level 4 Diploma in Regulated Financial Planning, The Chartered Insurance Institute, UK (2013)
- Bachelor of Commerce, Finance and Marketing, Lincoln University (2008)
He is a member of or accredited with the following organisations:
- NZX Adviser
Originally from Christchurch, Joe joined Craigs Investment Partners in February 2016 following four years at Balmoral Asset Management, a Chartered Financial Planning firm in Edinburgh, where he advised private clients on all aspects of financial planning.
Prior to entering financial services, Joe’s background was in golf - attending Lincoln University on a golf scholarship before working in Canada for a short time and ultimately spending two seasons as a Professional Caddie on the Ladies European Tour.
Joe holds the following qualifications:
- Certificate of Authorisation AFA (2017)
- Level 4 Certificate in Discretionary Investment Management, The Chartered Insurance Institute, UK (2014)
- Level 4 Certificate in Securities Advice and Dealing, The Chartered Insurance Institute, UK (2014)
- Level 4 Diploma in Regulated Financial Planning, The Chartered Insurance Institute, UK (2013)
- Bachelor of Commerce, Finance and Marketing, Lincoln University (2008)
He is a member of or accredited with the following organisations:
- NZX Adviser
Joe is in an Adviser Partnership with Patrick Lee
Patrick Lee
Investment Adviser
Patrick Lee has been with Craigs Investment Partners, formerly Lawerence Milton & Howarth, since 1991 to 2004 as an Investment Adviser and partner. Prior to this, Patrick worked as an Investment Adviser for United Sharebrokers Limited and Chamberlain Sturge & Chamberlain Anderson Sturge.
Patrick holds the following qualifications:
- Certificate of Authorisation AFA (2011)
- NZSE Diploma (1993)
- Bachelor of Commerce (Accounting), Canterbury University (1983)
He is a member of or accredited with the following organisations:
- NZX Adviser
- Institute of Financial Professionals NZ Inc (INFINZ)
Christchurch Branch Details
Contact Us
P: 03 379 3433
christchurch@craigsip.com
Mon-Fri, 8:30am-5pm
Branch Address
Level 3, Craigs Investment Partners House
76 Victoria Street
Christchurch 8013
Postal Address
PO Box 90
Christchurch Mail Centre
Christchurch 8140