Shelley Jean Voullaire

Gestionnaire de Portefeuille-Actions chez Craigs Investment Partners Ltd. (Investment Management)

Profil

Ms. Shelley J.
Voullaire is an Investment Adviser at Craigs Investment Partners Ltd. She joined the firm in 2012.
Having experienced different investment philosophies and practices through her career, she is committed to working in partnership with clients to help create and grow their wealth and enable clients to achieve the lifestyle they aspire to.
She has clients throughout the North Island delivering investment strategies for individual investors, family trusts, companies, Estates and Charitable Trusts.
Ms. Voullaire lived in Australia for over 15 years.
Whilst in Australia, she worked in a number of different roles for financial institutions, such as Merrill Lynch, Deutsche Bank and National Australia Bank.
Prior to returning to New Plymouth, she was a Partner in a private wealth management practice in Melbourne.
She received her Diploma in Financial Markets in 1999 and a Graduate Diploma in Financial Planning in 2002 both from FINSIA. She holds a Certified Financial Planner (CFP) designation in 2003.

Postes actifs de Shelley Jean Voullaire

Sociétés	Poste	Début
Craigs Investment Partners Ltd. (Investment Management)	Gestionnaire de Portefeuille-Actions	01/02/2012