Bridget Cummins Email & Phone Number

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 enjoy talking to people and helping them learn about investing.I joined Craigs Investment Partners as an Investment Adviser in 2002, having previously worked in the financial services industry for many years, starting in the Commonwealth Bank of Australia when I left secondary school. I broadened my experience working in the UK and NZ in the investment banking sector. Its a dynamic industry and I've been fortunate to have many opportunities.About Craigs Investment Partners:Established in 1984, Craigs Investment Partners is one of New Zealand’s largest investment advisory and management firm with over 50,000 clients and NZ$10 billion client funds under management and administration. We offer bespoke investment solutions to private, corporate and institutional clients, supported by an award winning research team and access to research globally through our relationship with Deutsche Bank. The Deutsche Bank Group holds a 49.9% equity interest in Craigs Investment Partners. This strategic alliance offers a broader range of financial products and services and significant investment opportunities.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 Business (Banking & Finance) Monash University (1999) NZX AdviserMy Disclosure Statement can be viewed on www.craigsip.com

Listed skills include Portfolio Management, Equities, Investments, Bonds, and 24 others.

• 

  Investment Adviser

  Craigs Investment Partners

  Nov 2002 - Present - Tauranga New Zealand

• 

  Monash University

  Banking And Finance