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This profile was last updated on 10/5/14  and contains information from public web pages and contributions from the ZoomInfo community.

Head of Client Services

Local Address: Auckland, New Zealand
Company Description: ABN AMRO Craigs is one of New Zealand's largest full-service investment advisory firms with 17 branches throughout New Zealand. We are owned 50/50 by senior...   more
Background

Employment History

Education

  • Master of Commerce
    Auckland University
  • Master of Commerce in Accounting and Commercial Law
    Auckland University
19 Total References
Web References
Stephen Jonas Head of ...
www.abnamrocraigs.com, 5 Oct 2014 [cached]
Stephen Jonas Head of Client Services Moreless
Disclosure Statement
Stephen joined Craigs Investment Partners in 2005 as Head of START and became Head of Client Services in early 2007. He is responsible for the suite of products and services offered through the Craigs Investment Partners network.
Stephen graduated from Auckland University in 1986 with a Master of Commerce and is a qualified Chartered Accountant. He has over 20 years experience in the financial services industry and has worked in New Zealand, American and European organisations in a variety of management roles.
InvestmentLink - News
www.investmentlink.com.au, 20 June 2007 [cached]
ABN AMRO Craigs Senior Product Manager Stephen Jonas said ABN AMRO Craigs' new kiwiSTART product was a logical development of its popular START investment product, given the recent incentives for KiwiSaver investors proclaimed in the NZ Government's recent Budget.
"The Budget changes required ABN AMRO Craigs to re-prioritise our planned launch of a KiwiSaver scheme," he said, "but one key issue for us was to deliver a cost-effective solution."
This advice is backed up by ...
www.nzherald.co.nz, 10 June 2014 [cached]
This advice is backed up by Stephen Jonas, head of client services at Craigs Investment Partners, one of the providers operating a QROPS KiwiSaver scheme.
"The benefits of transferring a UK pension need to be considered carefully, as what seems simple on the surface can be more complicated when you look at the particular details for an individual," he says.
...
"There are conditions and criteria that apply," Jonas says, and recommends the HMRC website at http://www.hmrc.gov.uk/pensionschemes/small-pen.htm as a good source of information.
I spoke to Stephen Jonas, ...
www.nzherald.co.nz, 3 June 2014 [cached]
I spoke to Stephen Jonas, head of client services at Craigs Investment Partners, about how Australian superannuation savings are treated once it is part of your KiwiSaver funds.
"Generally any funds transferred from an Australian superannuation scheme will be recorded separately from your New Zealand KiwiSaver contributions," says Jonas.
...
As Jonas mentioned, once the funds are in KiwiSaver they will be ring-fenced because slightly different rules apply to the Australian money.
Our People
www.craigsip.com, 19 April 2012 [cached]
Stephen Jonas
...
Stephen Jonas Head of Client Services
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