Stephen Booth Dip.Tchg, CLU, AFP, G.Dip Bus Studies (PFP), 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) status 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 and achieved Authorised Financial Adviser (AFA) status (FSP 103644) in August 2011.
I have also passed Adviserlink courses on: Personal Risk Management, Disability Income Insurance (Merit), Financial Planning (Merit), Introduction to Financial Planning 5 Day Course (Honours), Practice Management (Honours), Business Financial Services (Merit). 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.