Tanya Osborne
Tanya joined Craigs Investment Partners in November 2016 where prior to joining the firm she was an Private Wealth Adviser with JBWere providing investment advice, portfolio management and asset allocation advice to individuals, trusts, estates and charitable organisations.
Tanya has always had a passion for investment markets beginning her career in 1999 spending two years with the New Zealand Stock Exchange in a legal role and then spent six years in London working in a number of legal and compliance roles for various investment banks including ABN AMRO, Merrill Lynch and HSBC Investment Bank. Upon returning to NZ in 2009 she spent four years as Head of Compliance for JBWere NZ before moving into investment advisory.
Outside of work she has a daughter who keeps her busy and Tanya also enjoys keeping fit through running, mountain biking, tennis and going to the gym.
Tanya Osborne holds the following qualifications:
- Bachelor of Commerce (Economics) (Otago University) (1997)
- Bachelor of Laws (Otago University) (1998)
- Certificate of Authorisation AFA (2013)
She is a member or accredited to the following organisations:
-NZX Adviser
Tom Woodhams
Tom joined Craigs Investment Partners as an investment adviser in October 2016.
Prior to joining Craigs, Tom worked in Auckland for 8 years and London for 6 years as a foreign exchange dealer, servicing the needs of some of the world’s largest fund managers.
His time spent in foreign exchange markets has given Tom a deep appreciation for global markets and broader geopolitical issues.
Tom advises clients in all aspects of equity and fixed income investments, specialising in portfolio management for private clients, family trusts and KiwiSaver. He is passionate about helping his clients achieve their financial goals.
Outside of work, Tom enjoys spending time with his wife and 2 young daughters, exercise, travel and good food and wine.
Tom holds the following qualifications:
- Bachelor of Commerce/Bachelor of Arts (conjoint) (The University of Auckland, 2002)
- Certificate of Authorisation AFA (2017)
He is a member or accredited to the following organisations:
-NZX Adviser
Address
Seven Senses Wellness Centre
100 West End Road, Westmere, Auckland, 1022.
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p. 09 523 8000