Phil Burke, AFA
Phil Burke joined Forsyth Barr in 2020. He brings a developed skillset in Portfolio Management, Financial Advice, Trading, Hedging, Derivatives, and Foreign Exchange, garnered from a 20 year career working in senior and executive roles for a number of top tier global banks.
Phil is an Authorised Financial Adviser (2020) and is working towards being accredited as an NZX Adviser. He holds a BEng from the University of Canterbury, as well as the New Zealand Certificate in Financial Services (Financial Advice) (Level 5). Additionally, he has held certifications in foreign exchange and financial markets.
Phil values the importance of building longstanding relationships and producing tailored investment solutions where his clients can flourish and prosper. Outside of work, Phil had a reasonably active sporting background in his younger years, but now enjoys some mid-week tennis and supporting his four kids in a variety of sports.Phil’s Disclosure statement (88 KB)
Phil is based out of the Wanaka office
Forsyth Barr Investment Advice Wanaka
93 Ardmore St
PO Box 491, Wanaka 9343
Phone: +64 3 443 2980