Philip Doak

Principal, Chief Operating Officer / NZ Funds

Phil is a Director and the Chief Operating Officer of NZ Funds Management, a privately owned wealth management firm. Phil leads the firm’s operational functions including information technology, service development, risk management, financial management, legal services, portfolio pricing, and communications.

Prior to joining NZ Funds Phil worked at Westpac starting in wholesale banking and spending 10years as a member of its NZ Executive Team. Over this time he had a range of responsibilities including corporate and marketing strategy, electronic channels, contact centres, branch and contact centre technology platforms, CRM, wholesale banking transactional sales, payments strategy and PMO functions.

Phil has a BComm (Agriculture), a Diploma in Applied Finance and Investment and has attended executive education programmes at London and Harvard Business Schools. He is a Fellow of the Financial Services Institute of Australasia, an Authorised Financial Adviser and Member of the NZ Institute of Directors.