Fraser Pease, Cfa Email & Phone Number

Hamilton

I prepare personalised investment recommendations for individuals, farmers, trusts and investment funds. Client funds are typically invested locally and internationally in shares, bonds, property, and private equity depending on the client's circumstances. Specialties: • Tailored investment advice for private clients, family trusts & estates • Portfolio management• KiwiSaver • UK Pension transfers • Fonterra and agriculture special interest • Ability to advise US… Show more I prepare personalised investment recommendations for individuals, farmers, trusts and investment funds. Client funds are typically invested locally and internationally in shares, bonds, property, and private equity depending on the client's circumstances. Specialties: • Tailored investment advice for private clients, family trusts & estates • Portfolio management• KiwiSaver • UK Pension transfers • Fonterra and agriculture special interest • Ability to advise US Residents Show less

Hamilton

I prepared financial models and business and share valuations, helped clients through mergers and acquisitions, and completed general consulting and strategy work. I also provided litigation support.Businesses worked with include on-line businesses, retailers, health, agriculture, distributors, technology, construction, pharmaceuticals, manufacturers, exporters, insurance, and quarries.

I executed institutional and private client equity and foreign exchange orders primarily in New Zealand and Australia.

I was responsible for transacting and monitoring institutional and private client equity and derivative orders in New Zealand, Australia, North America, the United Kingdom, Europe, and Asian markets.

New York & Chicago

I was a derivatives trader on the floor of the Chicago Board Options Exchange and American Stock Exchange (in NYC). I managed multi-million dollar proprietary trading positions.

Chartered Financial Analyst, Finance

Activities and Societies: I am a Chartered Financial Analyst® (CFA) charterholder - one of only over 300 members of the CFA Society NZ.

Bachelor Of Management Studies, Finance And Economics, Honours