PIS (NZ) Board of Directors

Stephen is well known for his continuous commitment to the growth of small to medium sized businesses over the last 20 years. He is a founder member of the NZICA Business Development Specialists Group and frequently presents seminars on business development topics. Stephen has developed close working relationships with his clients, including directorships, and is integrally involved in their success.

Bruce first entered the financial services industry in 1975 as an adviser for the Northern Building Society, progressing to Branch Manager for the United Bank from 1980 to 1982. For the next three years Bruce owned and operated his own rest home before entering the insurance industry.

Bruce experienced many company ownership changes throughout the 1980s and 1990s before being involved in the establishment of Premier Financial Group Ltd in 1999.

Bruce is an immediate Past Chairman of the Canterbury Branch of the IFA, having served on the committee for six years. Bruce has also been a shareholder of PIS since 2004.

A Chartered Accountant with more than 17 years experience servicing his clients, Stephen has been the Chairman of Professional Investment Holdings Ltd since its inception.

Stephen is a member of the Institute of Chartered Accountants and Fellow of the Taxation Institution of Australia.

Professionally, he has a strong interest in small to medium enterprises and family businesses.

Robbie is responsible for the overall operations of the Professional Investment Holdings Group of Companies. His role as Group CEO also involves developing training programs and business strategies for accounting firms and financial planning practices to develop in the financial planning area. Robbie has presented at many industry and accountants' conferences in Australia and overseas.

In 2006 Robbie was named by Money Management as one of Australia's top ten most influential people in finance. In 2003 he was the Northern Region winner of the prestigious Ernst & Young Entrepreneur of the Year Competition and in 2004 was the winner of The Russell Group global award for Innovation and Development. The Russell Group is the world's largest adviser of retirement funds.

Robbie established Professional Investment Services in August 1996, along with a group of five financial planners and seven accounting practices.

Robbie has over 23 years experience in the financial services industry. He began his career as a financial planner with Monitor Money in 1986. In 1988 Robbie joined the Adviser Group of Companies where he held a number of positions involved with developing the group.

Robbie holds a Bachelor of Science degree, with a major in Business Administration and is a Certified Financial Planner.

The Managing Director of Professional Investment Services, Grahame oversees a network of thousands of finance, accounting and insurance professionals across seven countries supplying training, tools and resources to help them remain competitive and deliver value added services to their clients.

Grahame has been extensively involved with the financial services industry for over 25 years and is a regular speaker at conferences both in Australia and overseas. He holds an MBA from the prestigious Australian Graduate School of Management, voted in the top 10 management schools in the Asian region.

Before joining Professional Investment Services in Australia, he was CEO Investments for Tower Australia and Head of Corporate and Employee Benefits with AMP. At AMP he was responsible for Australia's largest company superannuation portfolio.

Prior to that as Managing Director AMP Consulting he was responsible for the superannuation consulting division of AMP including actuarial, trustee services, information technology, asset consulting and communications for clients such as Optus, BHP Billiton and Ansett to name a few.

At 32 Grahame was the youngest Australian ever to be appointed to the board of an Australian life insurance company.