Phil Williams joined Forsyth Barr in Hastings in 2010 after a merger with Esam Cushing & Co., where he started in 2001.
He has over thirty years of experience in the financial services industry. This has included strategic management roles in Asset Management and Wholesale Funds Management in the banking sector, with funds under management in excess of $2 billion.
Phil is an Authorised Financial Adviser (2011), is accredited as an NZX Adviser, and holds a Bachelor of Commerce (Agriculture) from Lincoln University. He is a member of the Institute of Financial Professionals NZ (INFINZ), and is also a member of the Summer Investment Committee.
Active in the community, Phil holds a number of not-for-profit positions and previously has been a past member of the NZ Society of Investment Analysts and ANZ’s representative on the Board of Directors of the Investment Savings and Insurance Association of New Zealand Inc (ISI).