Willis Phong

Willis Phong is a seasoned financial services professional with extensive experience in private banking and investment management, currently serving as the Head of Northern Region (NSW & QLD) and Head of Westpac Private Office at Westpac since October 2008. Willis has previously held roles such as Director, where leadership was provided to a team of Private Bankers to deliver tailored advice to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, emphasizing a comprehensive family office strategy for New South Wales. Prior to Westpac, Willis worked in various capacities at Macquarie Bank, Speech Network Group, and Golden Financial, establishing a solid foundation in investment structuring, strategy development, and client management. Education includes a degree in Business, Finance, and Accounting from the University of Technology Sydney.