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Your Women's Wealth Advisers

Heidi Findley

Heidi joined Craigs Investment Partners in July 2004 after completing a Bachelor of Business Studies Degree from Massey University. Her balanced and conservative approach suits her role as the main investment portfolio designer for the Whangarei branch. Heidi has good experience in advising Charities, Incorporated Societies and Community Trusts with their investments. Born in Kawakawa, Northland, Heidi enjoys working with people and loves her job as an Investment Adviser and the lifestyle Northland has to offer.

Contact Heidi

Heidi's disclosure statement is freely available

Peter Ogle

Peter Ogle joined Craigs Investment Partners in January 2007. Peter has had a prominent career in the rural industry around the Whangarei area for the past 20 years having been the Managing Director of a Livestock company in the 1990’s and as a leading rural property sales manager for Goode Leith Realty Ltd.

Contact Peter

Peter's disclosure statement is freely available

Next Event

We are pleased to extend you an invitation to our first Women’s Wealth breakfast of the year - Outlook for 2012.

Our Head of Private Wealth Research Mark Lister, will give a presentation on our outlook for 2012, a few investment picks, as well as a general discussion on investing in 2012. As usual this presentation is informal and questions are encouraged.

When	7:30am - 8:30am Wednesday, 29 February
Where	Craigs Investment Partners Level 32, Vero Centre 48 Shortland Street Auckland
RSVP	Monday, 20 February Email womenswealth-auck@craigsip.com or phone 09 919 7422
	We encourage you to bring a friend. Numbers are limited, please RSVP early to secure your place. Light refreshments will be provided.

Your Women's Wealth Advisers

Claire Dower

Claire joined Craigs Investment Partners in April 2005. Prior to this she lived and worked in London for seven years. After four years in the IT industry she entered investment banking and discovered her new found passion for the finance industry. She moved back to New Zealand in 2003 and worked at ASB in the Treasury Settlements Department before joining Craigs Investment Partners.

Outside of work she enjoys entertaining with friends, running, netball, DIY and traveling.

Contact Claire

Claire's disclosure statement is freely available

Gretchen Williamson

Gretchen Williamson is an NZX Advisor and an accredited dealer of global equities and derivatives, fixed interest, government bonds and debentures and managed funds, with a particular emphasis on New Zealand and Australian markets.

As an Investment Advisor with Craigs Investment Partners, Gretchen advises clients in all aspects of equity investments, specialising in portfolio management for private clients, family trusts and Kiwisaver.

Gretchen joined Craigs Investment Partners as an Investment Advisor in April 2005, having previously spent two years in Hong Kong as a financial planner and seven years in Sydney as a Global Markets Dealer and a Private Client Adviser, specialising in superannuation.

Gretchen regularly presents share market updates for TV1 Business Breakfast, and the 12pm and 4.30pm news bulletins.

Contact Gretchen

Gretchen's disclosure statement is freely available

Next Event

Details coming soon!

Your Women's Wealth Advisers

Bridget Cummins

Originally from Melbourne, Bridget has worked in the finance industry for over 15 years. Previous employers include Citibank in London, Perpetual Trustees in Melbourne and BZW Equities New Zealand (now ABN AMRO) in Auckland.

Bridget is married with one young son. She loves living in the sunny BOP and also likes to travel to Melbourne to catch-up with family and friends. In her spare time she enjoys tramping both locally and in the South Island. She is also a keen tennis and squash player.

Contact Bridget

Bridget's disclosure statement is freely available

Ruth Jackson-Smith

Ruth joined Craigs Investment Partners in 2000 after four years as an investment adviser with Westpac Trust. She has extensive experience in the banking industry, spanning more than 20 years.

Ruth likes running, walking and going to the gym – and says she needs to stay fit for her active social life. She also enjoys 4WD driving, the muddier the better, and travels frequently to visit family members overseas.

Contact Ruth

Ruth's disclosure statement is freely available

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Details coming soon!

Your Women's Wealth Adviser

Maurice Betts

Maurice Betts joined Craigs Investment Partners in 2007. He has over 30 years experience in finance, having worked for the Bank of New South Wales (now Westpac) and more recently as the general manager of a mortgage brokering business in Taranaki.

Maurice has led an active lifestyle over the years having completed 10 marathons, played rep cricket and hockey for New Zealand Colts, and is a keen golfer. He is also a well-respected local Councilor and a former Chairman of the Taranaki Chamber of Commerce.

Contact Maurice

Maurice's disclosure statement is freely available

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Details coming soon!

Your Women's Wealth Advisers

Andrew McLean

Andrew joined Craigs Investment Partners in 2002, after working as an adviser for the Crown Company Monitoring Advisory Unit. He has also worked for the BNZ, JP Morgan Investment Management and the National Bank.

Andrew was raised on a farm in the Manawatu region and has a lifelong interest in the rural sector. He enjoys most sports, especially fly fishing, mountain biking and triathlons.

Contact Andrew

Andrew's disclosure statement is freely available

Ewan Westergaard

Ewan joined the Palmerston North branch of Craig’s Investment Partners in 2010. Ewan has experience in the commercial business sector having worked for both The National Bank and the ANZ for the past 5 years. He completed his education at Palmerston North Boys High School, and then Massey University graduating in 2005.

Ewan was born and raised in Palmerston North, with a strong Scottish heritage behind him. Outside of work Ewan has a passion for Golf, and this has seen him take on the Club Captain role at Manawatu Golf Club in 2009. He has been a NZ University representative competing in three world golf championships and finishing runner-up at the Australian University Championship in 2003.

Contact Ewan

Ewan's disclosure statement is freely available

Next Event

Details coming soon!

Your Women's Wealth Advisers

Alexandra Dalzell

Alexandra has been with Craigs Investment Partners, formerly Greenslades since 2001. She has extensive experience in the financial services industry and is dedicated to creating and managing wealth for her clients.

Apart from her passion for the financial markets Alex takes a keen interest in NZ politics, world issues, travel and fitness. As a busy working mother Alex spends her spare time with her family and socialising with friends.

Alexandra regularly presents share market updates for TV1 Business Breakfast, and the 12pm and 4.30pm news bulletins.

Contact Alexandra

Alexandra's disclosure statement is freely available

Jennifer Moreton

Jennifer Moreton joined Craigs Investment Partners in October 2006 following the merger with Greenslades. Her role with Greenslades began with joining the Christchurch agency in 1992 and following the development of a full branch in 2000, she became the Branch Manager until the merger with Craigs Investment Partners. Jennifer is passionate about the financial services industry and has previously worked in customer service and marketing roles within the industry.

Away from the office Jennifer spends time with her husband and two young sons and enjoys skiing, boating, movies and music.

Jennifer regularly presents share market updates for TV1 Business Breakfast, and the 12pm and 4.30pm news bulletins.

Contact Jennifer

Jennifer's disclosure statement is freely available

Women's Wealth Network

Next Event

Your Women's Wealth Advisers

Heidi Findley

Peter Ogle

Next Event

Your Women's Wealth Advisers

Claire Dower

Gretchen Williamson

Next Event

Your Women's Wealth Advisers

Bridget Cummins

Ruth Jackson-Smith

Next Event

Your Women's Wealth Adviser

Maurice Betts

Next Event

Your Women's Wealth Advisers

Andrew McLean

Ewan Westergaard

Next Event

Your Women's Wealth Advisers

Alexandra Dalzell

Jennifer Moreton

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