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Credentials

  • Member - Chartered Accountants Australia and NZ
    Chartered Accountants Australia and New Zealand
    Jan, 1996
    - Sep, 2024

Experience

    • New Zealand
    • International Trade and Development
    • 1 - 100 Employee
    • Board Member
      • 2020 - Oct 2022
    • France
    • Financial Services
    • 700 & Above Employee
    • Country Head, NZ
      • Sep 2014 - Oct 2022

      Following 8 rewarding years leading the business I decided to step down from the position and pass the baton to a new leader. This provides an opportunity to take a break between roles which I've not previously had the luxury of doing. I will be spending time with the family and riding the length of NZ raising Funds for Make-A-Wish Foundation. I am passionate about the financial services industry and look forward to continuing my contribution in the future. Following 8 rewarding years leading the business I decided to step down from the position and pass the baton to a new leader. This provides an opportunity to take a break between roles which I've not previously had the luxury of doing. I will be spending time with the family and riding the length of NZ raising Funds for Make-A-Wish Foundation. I am passionate about the financial services industry and look forward to continuing my contribution in the future.

    • Member Board Of Trustees
      • 2019 - 2020

      Great experience on the Board of the College and thoroughly enjoyed working with other Board members. Finished my term once my daughter left the school. Great experience on the Board of the College and thoroughly enjoyed working with other Board members. Finished my term once my daughter left the school.

    • Head of Relationship Management - New Zealand
      • Oct 2012 - 2014
    • Client Relationship Manager
      • 2005 - 2012
    • Investment Banking
    • 1 - 100 Employee
    • Manager, Client Services
      • Apr 2004 - Aug 2005

    • Private Equity Accountant
      • Apr 2001 - Jul 2005

    • IT Services and IT Consulting
    • 1 - 100 Employee
    • General Manager
      • 1999 - 2001

      • Value-add computer-printer solutions provider in the business-to-business market, specialising in laser and inkjet technology solutions • Developed strategic plan in conjunction with the Board, responsible for execution and day-to-day management of the company and staff (6 direct reports) • Transformed the company from being a product centric distributor towards a direct sales model • Developed and maintained relationships with key suppliers and clients ensuring the company was… Show more • Value-add computer-printer solutions provider in the business-to-business market, specialising in laser and inkjet technology solutions • Developed strategic plan in conjunction with the Board, responsible for execution and day-to-day management of the company and staff (6 direct reports) • Transformed the company from being a product centric distributor towards a direct sales model • Developed and maintained relationships with key suppliers and clients ensuring the company was recognised as a solutions provider • Identified trends from financial and marketing information, assessing impact on the business and, where necessary, reporting these to the Board • Managing risk exposures of the company with a focus on stock reduction from distributor levels to those more appropriate for a business-to-business dealer • Change management from a product centric to a customer focused company, incorporating cultural, product and process change. Show less • Value-add computer-printer solutions provider in the business-to-business market, specialising in laser and inkjet technology solutions • Developed strategic plan in conjunction with the Board, responsible for execution and day-to-day management of the company and staff (6 direct reports) • Transformed the company from being a product centric distributor towards a direct sales model • Developed and maintained relationships with key suppliers and clients ensuring the company was… Show more • Value-add computer-printer solutions provider in the business-to-business market, specialising in laser and inkjet technology solutions • Developed strategic plan in conjunction with the Board, responsible for execution and day-to-day management of the company and staff (6 direct reports) • Transformed the company from being a product centric distributor towards a direct sales model • Developed and maintained relationships with key suppliers and clients ensuring the company was recognised as a solutions provider • Identified trends from financial and marketing information, assessing impact on the business and, where necessary, reporting these to the Board • Managing risk exposures of the company with a focus on stock reduction from distributor levels to those more appropriate for a business-to-business dealer • Change management from a product centric to a customer focused company, incorporating cultural, product and process change. Show less

    • Financial Controller
      • 1993 - 1999

      * Business management and responsibility for operations and sales staff * Financial input into strategic planning and reviews * Financial statement preparation for Group of companies * Due diligence preparation for Private Equity investment * Budgeting and forecasting * Tax return (GST, PAYE, FBT, Income Tax) preparation * Business management and responsibility for operations and sales staff * Financial input into strategic planning and reviews * Financial statement preparation for Group of companies * Due diligence preparation for Private Equity investment * Budgeting and forecasting * Tax return (GST, PAYE, FBT, Income Tax) preparation

Education

  • Victoria University of Wellington
    Bachelor of Commerce and Administration, Accounting
  • St Bernards College
  • Institute of Directors in New Zealand
    Company Directors Course, Director
    2022 - 2022

Community

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