Experience

• 

  Craigs Investment Partners

  • New Zealand
  • Financial Services
  • 500 - 600 Employee

  • Head of Private Wealth Research

    • Dec 2022 - Present

    The Head of Private Wealth Research is responsible for the Private Wealth Research team at Craigs Investment Partners. This team is responsible for coordinating and delivering all aspects of the firm’s investment research and investment strategy.Our research is disseminated to our investment advisers and clients and covers listed equity securities in New Zealand, Australia, Asia, Europe and North America, fixed income, currencies, portfolio strategy, economics and corporate actions.Craigs Investment Partners is one of New Zealand’s leading investment advisory firms and investing is our specialty. Our experienced investment advisers have helped more than 65,000 clients with their investments and the quality of our research and advice is founded on our team's in-depth analysis.

  • Private Wealth Research (Global Equities)

    • Jan 2022 - Dec 2022

    Craigs Investment Partners is one of New Zealand’s leading investment advisory firms and investing is our specialty.Our experienced investment advisers have helped more than 65,000 clients with their investments and are supported by the expertise of our award winning research team; one of New Zealand’s largest. The quality of our research and advice is founded on our team's in-depth analysis.

• 

  Calibre Partners

  • Auckland, New Zealand

  • Director

    • Jul 2020 - Dec 2021
    • Auckland, New Zealand

    Calibre Partners, formerly KordaMentha NZ, is a well-established financial advisory and restructuring firm that brings fresh perspectives to help clients navigate the best path forward.The team of accounting and finance experts combine their unique skills, experiences and insights to identify the...

• 

  KordaMentha

  • Auckland

  • Associate Director Corporate Finance

    • Jul 2018 - Jul 2020
    • Auckland

    I joined KordaMentha as an Associate Director in July 2018. I provide Corporate Finance services to our clients.KordaMentha is an advisory and investment firm that helps clients throughout their lifecycle. We help them to grow and maximise value. We help to protect them against financial loss an...

• 

  Deloitte New Zealand

  • Auckland

  • Associate Director Corporate Finance

    • Feb 2009 - Jul 2018
    • Auckland

    I joined Deloitte's Corporate Finance team as a graduate in February 2009 and spent 9.5 years with the company.I was promoted to Associate Director in December 2016 and led the financial modelling services that Deloitte delivered out of Auckland. I also provided specialist support to Deloitte...

• 

  Victoria University of Wellington

  • Wellington, New Zealand

  • Tutor - Economics and Econometrics

    • Dec 2008 - Jan 2009
    • Wellington, New Zealand