Phil Kelliher

Experience

• 

  Westpac New Zealand Limited

  Jan 2001 - Jan 2007

  Responsibilities • Develop and grow private wealth business in the greater Wellington area (newly established position).• Write financial plans and conducted investment reviews.• Work closely with Business Bank to offer investment solutions to their customers.Achievements• Developed a strong referral network, both internally, including business bank and externally, utilising my personal networks. • Exceeded new customer and sales targets.• Completed qualification and awarded "Kiwisaver accredited adviser" status. Show less Responsibilities • Manage specialist investment staff of up to 14 (spread over 3 locations), providing financial planning services and investment solutions nationally to 45 wealth advisers dealing with high-value clients. • Key member of the Westpac Investment Review and Investment Adviser Consultative committees.Achievements• Leading role in the design, development and implementation of a new model and tailored investment proposition catering to high-value clients - transforming what was essentially a broking business, into a full service investment provider earning on-going revenue based on Funds Under Management.• Managed an RFP process to select a new WRAP platform provider.• Played a key role in the success of the Westpac Investment Service with growth of FUM from $96M to $600M over a two year period.. Show less

  • Private Adviser (Wealth)

    Jan 2006 - Jan 2007

  • Paraplanning Manager

    Jan 2001 - Jan 2006
• 

  Public Trust

  May 2008 - Nov 2015

  Investment Manager

  Responsibilities • Determine the policy, strategy, investment selection and overseeing the implementation of $380M invested in Public Trust Funds and $200M in Direct Asset Service.• Selection, due diligence and monitoring of external investment managers. • Investment Adviser to the Trustee for a range of high-value Charitable Trusts.Achievements• New Service - Key role in the design, development and implementation a new Direct Asset Service for high-value clients with revenue in excess of $1.3M.• Alternative Assets - Introduced the Alternative asset classes of: Private Equity, Commodities, Absolute Return Funds and Infrastructure/Real assets (representing 22% of the portfolio value).• Performance - Outperformed Benchmark and Peer returns for high-value portfolios over all periods since inception of the Direct Asset Service. Show less