Philip Kilpatrick AFA
Investment Adviser

[email protected]

DDI: +64 7 577 5726
Mobile: +64 27 436 6914
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Philip Kilpatrick joined Forsyth Barr in 2016 and has over 24 years of experience in the financial services industry covering financial and investment advice, risk management and lending.

Philip is an Authorised Financial Adviser (2011) and is accredited as an NZX Adviser.  He holds a Graduate Diploma in Business Studies (Personal Financial Planning), Massey University (2003).  Philip is a member of the Institute of Financial Advisers (IFA) and is a Certified Financial Planner (CFPCM).

Outside of work, Philip has a small avocado orchard to attend to and enjoys a range of sporting activities including golf and running.

Office Contact Details

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Forsyth Barr Investment Advice Tauranga,
40 Selwyn Street
Tauranga 3110
PO Box: 13547, Tauranga 3141
Phone: +64 7 578 2737

If you're new to investing or just have a question please call us: 0800 367 227