Bio
Credentials
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Chartered Accountant
Chartered Accountants Australia and New ZealandMay, 2014- May, 2026
Experience
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Australia
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Financial Services
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700 & Above Employee
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Associate Director - Investment Banking
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Apr 2022 - Present
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Vice President - Investment Banking
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Jul 2019 - May 2022
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Associate - Investment Banking
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Jul 2016 - Jun 2019
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Analyst - Investment Banking
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Apr 2015 - Jul 2016
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New Zealand
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Business Consulting and Services
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700 & Above Employee
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Manager - Transactions Services
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Nov 2012 - Apr 2015
Specialising in financial and commercial due diligence assignments, both domestically and internationally as a member of KPMG's Deal Advisory team, including;- Buy side due diligence (financial and commercial);- Vendor assist work (including vendor due diligence); - IPO & prospective financial information related work (including EROAD and Gentrack (both 2014) and Z Energy in 2013);- Completion account review work; and- Synergy assessments; Key responsibilities included:Understanding the client and target's businesses and industries to assess the impact of a proposed transaction;Performing detailed financial analysis on the relevant company; andPreparation of reports detailing key issues and conclusions identified during due diligence.This role also provided exposure to financial modelling and transaction project management.
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Auditor
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Mar 2011 - Nov 2012
Assisting and leading teams in audits across a broad range of industries including private equity, fund management and manufacturing / distribution. Involved in statutory audits, financial statement reviews, testing internal controls
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Education
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2007 - 2010University of Auckland
Bachelor of Commerce, Accounting & Finance -
2010 - 2011University of Auckland
Graduate Diploma in Commerce, Accounting and Finance -
2002 - 2006Saint Kentigern College
Suggested Services
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Industry Focus. “Financial Services”
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References
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