Tom Phillips
Wealth Management Adviser
Tom joined JBWere in 2004 and was appointed Executive Director in 2008. He partners with private clients, charitable and private trusts, and institutional investors to provide tailored advice across asset allocation, fixed income, and equity strategy.
With a background in corporate and commercial law, both internationally and at Bell Gully in New Zealand, Tom brings a broad and thoughtful perspective to his investment advice.
He holds Bachelor degrees in Law and Arts from the University of Canterbury and is a qualified Financial Adviser, NZX Adviser, and NZX Derivatives Adviser.
Tom values long-term relationships and takes pride in helping clients make confident, well-informed decisions.
Outside of work, he enjoys time with his young family and is passionate about fishing, skiing, golf, and contemporary art.