Welcome to Craigs Investment Partners, The Browser that you are currently using is not supported by this site. For best results please upgrade your browser

Whangarei Investment Advisers

Our Whangarei Investment Advisers are qualified AFA’s (authorised investment advisers) and NZX Advisers, or in the process of qualifying.
Whangarei

1 Robert Street
Whangarei Central
Whangarei 0110

whangarei@craigsip.com
+64 9 438 1988
+64 9 438 5167

PO Box 573
Whangarei 0140

Advisers

Disclosure Statement [pdf]

Brock Fannin joined Craigs Investment Partners in January 2015. Brock has 9 years of banking experience covering commercial property finance, commercial and agribusiness lending and wealth products.

Brock was born and raised in Whangarei, and after having spent a number of years in Auckland, returned to Whangarei in 2011 where he lives with his family. Outside of work, he enjoys sports, mainly rugby and cricket, and referees premier grade rugby in Whangarei.

Brock holds the following qualifications: 

  • Certificate of Authorisation - Authorised Financial Adviser (2015)
  • Bachelor of Commerce (Economics and Finance), University of Otago (2003)
  • NZX Associate Adviser

Disclosure Statement [pdf]

Heidi Findley joined Craigs Investment Partners in July 2004, after completing a Bachelor of Business Studies 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, loves her job as an Investment Adviser and the lifestyle Northland has to offer.

Heidi holds the following qualifications: 

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2008)
  • Bachelor of Business Studies (Finance), Massey University (2003)

She is a member of or accredited with the following organisations: 

  • NZX Adviser

Disclosure Statement [pdf]

Brian Kerr joined Craigs Investment Partners in January 2001. Prior to this, Brian was a Chartered Accountant and held previous accounting roles with Warren Webster & Co. and Buckley Consulting Limited for over 10 years.

Brian holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2010)
  • Chartered Accountant (1998)

He is a member of or accredited with the following organisations:

  • NZX Adviser
  • NZ Institute of Chartered Accountants