Monica McEntyre
Portfolio Review Adviser
Monica McEntyre
Portfolio Review Adviser
Monica McEntyre originally joined Craigs Investment Partners as an Adviser Assistant in October 2006 following the purchase of Greenslades Limited, where she had been since 2003. During the previous twelve years, she worked for several other organisations within the financial services industry.
Between 2008 and 2011 she worked for an investment bank, and a macro economist based in Beijing, before returning to Craigs in December 2011. In 2018 she completed her AFA qualification.
Monica specialises in Craigs’ suite of KiwiSaver, Superannuation and savings products.
Monica holds the following qualifications:
- Certificate of Authorisation AFA (2018)
- National Certificate in Financial Services Level 5 (2017)
Monica McEntyre originally joined Craigs Investment Partners as an Adviser Assistant in October 2006 following the purchase of Greenslades Limited, where she had been since 2003. During the previous twelve years, she worked for several other organisations within the financial services industry.
Between 2008 and 2011 she worked for an investment bank, and a macro economist based in Beijing, before returning to Craigs in December 2011. In 2018 she completed her AFA qualification.
Monica specialises in Craigs’ suite of KiwiSaver, Superannuation and savings products.
Monica holds the following qualifications:
- Certificate of Authorisation AFA (2018)
- National Certificate in Financial Services Level 5 (2017)
Dunedin Branch Details
Contact Us
P: 03 477 5900
[email protected]
Mon-Fri, 8:30am-5pm
Branch Address
Level 4
229 Moray Place
Dunedin Central
Dunedin 9016
Postal Address
PO Box 5545
Dunedin 9054