Phil Doak

Biography

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Phil joined NZ Funds Management in 2005 and today is responsible for the firm's operational functions and capabilities.

 

Prior to joining NZ Funds Management Phil had spent over 18 years in the banking and finance sector with Rural Bank in the early part of his career, and then Westpac where he held executive and General Management roles.

Approach

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NZ Funds Management has grown over the years from small beginnings to an organisation of substance, but not one that has lost its sense of where it has come from, how it has grown and the central role its relationships with advisers and their clients have played in its development as a business. Its experiences as a firm are ones it shares willingly in support of advisers as they seek to grow their businesses.

My rural "roots" and involvement with large companies and their clients, has provided me with experiences both varied and challenging over the years (as has raising two daughters – still a work in progress!). It’s these experiences that I seek to apply as I work to develop the operational functions and capabilities of NZ Funds Management so that they support the current and future needs of our clients.

The environment is challenging and yet the need for New Zealanders to be able to access high quality guidance and counsel as to how they define and then achieve their financial goals has never been greater. It's exiciting to be in a position to contribute to the development of capabilities that will enable advisers to build quality businesses and clients to have a personalised strategy that they really understand, and which will enable them to achieve their goals.