Philip Kilpatrick AFA
Investment Adviser

Investment Advisers
[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 23 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 Associate Adviser.  He holds a Graduate Diploma in Business Studies (Personal Financial Planning), Massey University (2003) and is a Certified Financial Planner (CFPCM).

Philip is a local committee member of the Institute of Financial Advisers (IFA). Outside work, Philip has a small avocado orchard to attend to and enjoys a range of sporting activities including golf, running and tennis.

Office Contact Details

Tauranga map

Tauranga

Forsyth Barr Investment Advice Tauranga,
40 Selwyn Street
Tauranga 3110
PO Box: 13547, Tauranga 3141
Phone: +64 7 578 2737
Fax: +64 7 578 2715

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