Your Adviser

Craig Fraser is a member of Financial Advice New Zealand (FANZ) and holds the CFP ( Certified Financial Planner) designation. This is the certification mark that is recognised internationally as the highest credential for financial planners.

I have been working in financial services for the last 18 years. As a Financial Adviser I look after the investment needs of individuals, trusts and corporations. I construct investment portfolios based on individual objectives and personal risk tolerances. And then, incorporating rigorous investment criteria and disciplines, marry these to the asset classes, sectors and funds best placed to achieve the desired results.

I have a BPhed from the University of Otago, a Diploma in Business Studies – Personal Financial Planning from Massey University. I am a Financial Adviser (FSP No. FSP14661), a Certified Financial Planner CFPCM and member of Financial Advice New Zealand.

Outside of work, I am kept busy spending time with my three young children, Aggie, Oscar and Ellie, and when time permits, I enjoy spending time socialising with friends, playing social cricket, golf and following various sports.

Qualifications and Experience

• Graduate Diploma of Business Studies : Personal Financial Planning Endorsement from Massey University 2007
• Bachelor of Physical Education : University of Otago 1994
• Financial Advice New Zealand Member
• Certified Financial Planner