THE TEAM
79 Bealey Avenue, Christchurch
Stephen Booth Dip.Tchg, CLU, AFP, G.Dip Bus Studies (PFP), RFA, AFA - Director
Originally a Primary School Teacher (Diploma of Teaching achieved 1980) I started in the Financial Services industry in 1982 and have been continuously in it ever since. My specialist areas are Personal Risk Management, Retirement Planning and Investment Planning. I am a member of the "Institute of Financial Advisers (IFA)" and have been since its inception. A membership requirement is continuing education and I exceed these requirements on an annual basis. I achieved ALU (Associate Life Underwriter) status in December 2004, AFP (Associate Financial Planner) status in May 2009 CLU (Chartered Life Underwriter) in December 2009 and in February 2011 received my Graduate Diploma in Business Studies (in Personal Financial Planning) from Massey University [G. Dip Bus Studies (PFP)]. I became a Registered Financial Adviser (RFA - FSP 103644) in March 2011.
The Massey Diploma also contributes towards the attainment of CFP (Certified Financial Planner) which I expect to achieve by 2012.
I am also a member of "Professional Advisers Association (PAA)".
Lynne and I have been married since 1987 and have 2 children (Michaela and Elliott). Having been a keen sportsman all my life I still play cricket for Sumner. My Winter activities are pretty much restricted to spectator status these days.
Bruce Philips ALU - Director
I first entered the financial services industry in 1975 as an adviser for the Northern Building Society. This culminated in my appointment as Branch Manager (United Bank) at Levin from 1980 until 1982. For the next three years I owned and operated Horsley Rest Home with my wife Jane. I then returned to the financial services industry in 1985 where I have been ever since. My specialist area's are Business Insurance, Personal Risk Management, Retirement Planning and Investment Planning.
I am a member of the 'Institute of Financial Advisers' (IFA) and have been since its inception and I fully endorse their Code of Practice. A membership requirement is continuing education units and I exceed these requirements on an annual basis. I achieved ALU (Associate Life Underwriter) status in December 2004. I am also a member of "Professional Adviser Association" (PAA). I have passed Adviserlink courses on:
Business Insurance 1995 Risk Management 2000 Introduction to Financial Planning 2000 Practice Management 2003.
I am a Past Chairman of the Canterbury Branch of the IFA, having served on the committee for 6 years.
Professional Investment Services (NZ) Ltd 
PIH (NZ) Board of Directors - Announcement of new Director
I was appointed Director of PIH (NZ) in 2009.
Jane and I have been married since 1975 and have three daughters, Kate, Hannah and Olivia. My interests include running, road cycling, gym, reading, rugby and family.
Lindsay Strathdee CLU, AFP - Director
I joined the Financial Services Industry in 1987. Since then I have established a Canterbury and West Coast client base. After completing a diploma of Life Insurance in 1991 I achieved Chartered Life Underwriter (C.L.U.) status in 1998 and Associate Financial Planner (A.F.P.) in 2004. I expect to complete the Diploma in Business Studies (Financial Planning) through Massey by the end of 2009.
As well as improving service to existing clients a focus is on meeting the special needs of business and farming clients.
I have been married to Sally (who is an independent midwife) for 25 years and we have three children James, Andrew and Jessica. All enjoy the outdoors and exploring a new tramping track is a priority school holiday activity, with the odd trout for a bonus.
Marlene Ashby - Office Administrator
I come from a 12+ years background in a Financial Planning Business as an Administration Manager and started with Premier Financial Group in May 2011. I understand and appreciate the importance of looking after people's needs and ensuring that everything is dealt with, to a prefessional and personal standard.
I enjoy the challenges and diversity of working in the Insurance and Financial Services Industry, and look forward to being of assistance and help to you in the future.
In my personal time, I enjoy spending time with my hisband, Grant and two children aged 17 & 12, and either supporting or participating in sport.