Stephen Hendry
Investment Adviser Financial Adviser Nzx Adviser at Craigs Investment Partners
Based in Auckland, New Zealand
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Seniority
Manager
Department
Finance & Accounting
Location
Auckland
Industry
Financial Services
Company size
616
Contact information
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s•••••••@craigsip.com
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Background
About Stephen Hendry
I help people reach their financial goals by providing tailored investment advice to a broad range of private clients. From management of large established portfolios to clients just starting their investment journey or wishing to join KiwiSaver. Every client's needs differ; my approach is to first understand your needs, then recommend a suitable service and investment strategy appropriate to you. I joined Craigs Investment Partners as an Investment Adviser in 2006, having previously held a variety of roles in the Financial Markets industry, both in New Zealand and the United Kingdom. About Craigs Investment Partners: Established in 1984, Craigs Investment Partners is one of New Zealand’s largest investment advisory and management firms. Craigs offer bespoke investment solutions to private, corporate and institutional clients, supported by one of the largest research teams in New Zealand. My specialties - Tailored investment advice for private clients, family trusts & estates - Establishing an investment plan - Portfolio management, asset allocation and security selection - KiwiSaver - UK Pension transfers My qualifications- Certificate of Authorisation AFA (2011)- Bachelor of Commerce (Finance)- Bachelor of Science (Maths)- NZX Diploma - NZX Adviser My Disclosure Statement can be viewed on
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