Staff News
Bruce Philips (ALU, AFA) became a Authorised Financial Adviser (AFA) in October 2011.
Lindsay Strathdee (G.Dip Bus Studies (PFP), Dip Ag, CLU, AFA) received the Graduate Diploma in business Studies (in Personal Financial Planning) in July 2011. He became a Authorised Financial Adviser (AFA) in September 2011.
Stephen Booth (Dip. Tchg, CLU, AFP, G. Dip Bus Studies (PFP), AFA) received the Graduate Diploma in business Studies (in Personal Financial Planning) in February 2011. This was the culmination of 6 years study through Massey University. He became a Authorised Financial Adviser (AFA) in September 2011.
Stephen Booth (Dip Tchg, CLU, AFP) has recently had the status of CLU ( Chartered Life Underwriter) conferred on him by IFA (Institute of Financial Advisers). A CLU member has demonstrated advanced competence as an insurance writer by completing.
- Vocational training (the current requirement is a Certificate in Financial Services, equivalent to six months full time learning).
- An approved Graduate or Post-Graduate Diploma, equivalent to a years full time university study.
-Two years approved mentoring and 5 years of approved practical experience.
Stephen continues to study towards the attainment CFP (Certified Financial Planner) status.
Professional Investment Services Ltd 
PIH (NZ) Board of Directors - Announcement of new Director
We are pleased to announce that Mr Bruce Philips has been appointed to the Professional Investment Holdings (NZ) Ltd Board of Directors. We welcome Bruce to the Board and look forward to working with him. Bruce brings to the Board many years of experience as a professional financial adviser and will be drawing on this and his previous professional board and committee memeberships to add value to our business.