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Bruce Philips ALU, AFA  -  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 areas 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.