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Credentials

  • Certified Public Practitioner
    Chartered Accountants Australia and New Zealand
    Jan, 2010
    - Sep, 2024
  • Chartered Accountant
    Chartered Accountants Australia and New Zealand
    Jan, 2005
    - Sep, 2024

Experience

    • United Kingdom
    • Accounting
    • Director
      • Feb 2017 - Present

      Heading up an accounting firm designed to deliver the next evolution in business advice. Evolve Accounting focuses on businesses and people operating in the property sector. Specifically Architects, Construction, Trades, Realtors, Real Estate Investors/Developers and Brokers. With a depth of experience operating in this sector the business is positioned to provide advise on everything from start up, the next phase of growth (and the pains that come with it) or exit. I have a strong system background and know the industry specific systems that should be in use to manage growth and increase margins. Accounting compliance is delivered as a matter of course but what we are interested is helping you make more money with less paperwork. Show less

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Director
      • 2015 - Oct 2017

      fulQrum is NZ's first equity crowdfunding platform to raise funds for property development. fulQrum is the result of some of New Zealand’s most influential and experienced people in property agreeing that new solutions are needed if more New Zealanders are going to be take part in the property sector – as buyers or residential investors, commercial real estate owners and landlords and as developers. fulQrum is NZ's first equity crowdfunding platform to raise funds for property development. fulQrum is the result of some of New Zealand’s most influential and experienced people in property agreeing that new solutions are needed if more New Zealanders are going to be take part in the property sector – as buyers or residential investors, commercial real estate owners and landlords and as developers.

    • United Kingdom
    • Financial Services
    • Director
      • Jun 2016 - May 2017

      Overseeing and partnering with some of the best brokers in the market for assisting with property development financing. Overseeing and partnering with some of the best brokers in the market for assisting with property development financing.

    • New Zealand
    • Accounting
    • 1 - 100 Employee
    • Business Advisor & Chartered Accountant
      • Jan 2015 - Feb 2017

      Searching for and working with businesses and clients looking to grow and meet their full potential. Supported by a great team with in depth knowledge and skills. Having previously worked with establishing structures to support wealth creation and management of risk, those in insolvent situations and mentoring businesses seeking growth I am now combining these skills and knowledge to assist small - medium sized businesses looking to take the next step in their evolution. Searching for and working with businesses and clients looking to grow and meet their full potential. Supported by a great team with in depth knowledge and skills. Having previously worked with establishing structures to support wealth creation and management of risk, those in insolvent situations and mentoring businesses seeking growth I am now combining these skills and knowledge to assist small - medium sized businesses looking to take the next step in their evolution.

    • Director - Business Advisory
      • Apr 2012 - Jan 2015

      Managing client affairs and liaison with a focus on tax administration, asset protection and estate planning in addition to overseeing a team of experienced and diligent chartered accountants Managing client affairs and liaison with a focus on tax administration, asset protection and estate planning in addition to overseeing a team of experienced and diligent chartered accountants

    • Client Service Manager
      • May 2010 - May 2012

      Assisting clients to bring together their Tax, Asset and Estate Planning structures that give them a comprehensive set up that assists with protecting and growing their wealth. Whether it be through property or from operating commercial businesses from $50k per year through to $15m. Assisting SME's with strategic planning and advice. Assisting clients to bring together their Tax, Asset and Estate Planning structures that give them a comprehensive set up that assists with protecting and growing their wealth. Whether it be through property or from operating commercial businesses from $50k per year through to $15m. Assisting SME's with strategic planning and advice.

    • Business Advisor / Accountant
      • Mar 2003 - May 2010

      Liaising with clients and assisting with their needs and development. Particular focus during the recession was assisting companies in distress and Insolvent situations. Liaising with clients and assisting with their needs and development. Particular focus during the recession was assisting companies in distress and Insolvent situations.

Education

  • The University of Auckland
    Grad Dip Com, Accounting
    2002 - 2002
  • University of Canterbury
    B Com, Accounting, Finance & Information Systems
    1999 - 2001

Community

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