Your Team

Craig Roebuck

Investment Adviser

Tauranga

Craig has been with Perpetual Guardian over thirty years in a variety of roles and says one of his greatest achievements is when clients treat him as part of their family.

Managing investments and achieving sustained value in portfolios during tough economic times is something Craig takes pride in. He also manages Trust formation and administration and provides estate planning solutions that relieve his clients of all worry.

Craig is also highly active in the philanthropy area, working with a number of charities and managing Charitable Trust gifting for clients. Craig is a member of the Executor and Trustee Institute (METI) and the Institute of Financial Advisers, holds a Graduate Diploma in Business Studies (Personal Financial Planning) and is an Authorised Financial Adviser (AFA).

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