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Staff News

 

Sarah Riley - Has recently completed her second accounting paper in the process to completing a Diploma in Accounting at CPIT Christchurch and passed with an A+. Sarah is now ready to continue through her Diploma in Accounting and the next paper being Management Accounting. The team looks forward to Sarah gaining similar results - Good Luck!

 

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.

 

The Premier Financial Group Team at our 2008 end of year function, Waipara Wine Trail.

Left to Right: Jon Eather (PIS BDM), Ross Laredo, Bruce Philips (Director), Lindsay Strathdee (Director), Sarah Riley (Office Administrator), Stephen Leader (Mortgage Broker) & Stephen Booth (Director).