Philip Kilpatrick Email
Investment Adviser @ Forsyth Barr Limited
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Philip Kilpatrick Location
- of Plenty, New Zealand
Philip Kilpatrick Work
- 2016 -now Investment Adviser @
- 2000 -2016 Authorised Financial Adviser @
- 1994 -2000 Consultant @
- 1991 -1991 Queensland Corporate Card Manager @
- 1986 -1989 South Island Manager @
- 1984 -1986 Sales Representative @
Philip Kilpatrick Education
- Massey University
Graduate Diploma in Business Studies in Personal Financial Planning (Business and Financial Planning)
2000-2003 - Nelson Boys College
Philip Kilpatrick Skills
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Customer Service
- Outlook
- English
- Windows
- Banking
- Finance
- Strategic Financial Planning
- Portfolio Management
- Investment Advisory
- Insurance
- Retirement Planning
- Asset Management
- Risk Management
- Estate Planning
- Investments
- Financial Advisory
- Accounting
- Financial Planners
- Equities
- Financial Analysis
- Asset Allocation
- Pensions
- Investment Management
- Income Protection
- Financial Planning
Philip Kilpatrick Summary
- Philip Kilpatrick, based in Bay of Plenty, New Zealand, is currently a Investment Adviser at Forsyth Barr Limited. Philip Kilpatrick brings experience from previous roles at Spicers Portfolio Management, Medical Assurance Society and American Express International. Philip Kilpatrick holds a 2000 - 2003 Graduate Diploma in Business Studies in Personal Financial Planning in Business and Financial Planning @ Massey University. With a robust skill set that includes Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service and more. Philip Kilpatrick has 2 emails on RocketReach.
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