• B. Comm. Finance Management & International Banking (1982)  

• NZIM. Associate, New Zealand Institute of Management (1987)  

• F Inst. D. Elected Fellow, Institute of Directors (1987)  

• IAFP. Foundation member, International Association for Financial Planning (1986)  

• SIFA. Member, Society of Independent Financial Advisers (1995)  

• EIFAN. Member, European Independent Financial Advisers Network (1999)  

• M.B.A. Master of Business Administration (1999)  

• F.Fin. Fellow, Financial Services Institute of Australasia (Previously FAIBF 2000) 

• PhD. Doctor of Philosophy in Business Administration (2003)

AWARDS 

Other awards, too numerous to list here; have also been won over the years showing consistent performance over periods of up to 10 years.

Articles Written.