Experience

• 

  CBAS Services Limited

  • Tauranga, Bay of Plenty

  • Principal

    • Jan 2005 - Present
    • Tauranga, Bay of Plenty

    As principal with CBAS, I work with small to medium sized commercial businesses, providing guidance on a wide range of issues, specialising in cash flow management and in-house financial reporting systems and their applicable and timely use. I established this business in 2005, after having enjoy...

• 

  Bay of Plenty Classic Aircraft Trust t/a Classi...

  • Jean Batten Drive, Mt Maunganui

  • Trust Secretary

    • Jan 2008 - May 2023
    • Jean Batten Drive, Mt Maunganui

    Since early 2008 I have worked on the Classic Flyers Management board assisting the management team with all aspects of their business operation. Classic Flyers is a charitable trust dedicated to the preservation and custodianship of all things aviation. The trust is an aviation heritage centre f...

• 

  National Bank of New Zealand

  • Senior Corporate & Commercial Manager

    • Jan 1999 - Dec 2004

    Managed a team of four, 2 lending managers and one support FTE. Managed own senior lending and investment client portfolio.

  • Commercial Lending Manager

    • Jan 1995 - Jan 1999

    Managed own commercial lending and investment portfolio within the Tauranga region.

  • Area Risk Manager Lending

    • Jan 1994 - Jan 1995

    Undertook the assessment and approval / decline of all lending applications put forward by line managers that were outside of their individual portfolio discretions. Employed a discretion at the time of NZD $2.0 million. Any applications exceeding this discretion were then recommended to the Banks then Head Office Risk and or Parent Bank Risk, Lloyds Bank UK.

  • Branch Manager

    • Jan 1992 - Jan 1994

    Branch Manager of retail branch of the National Bank. Responsible for a staff compliment of 10. Managed branches total lending and investment portfolio as well as all aspects of a retail branch within the Lloyds Bank Group.

  • Assistant Manager, Lending

    • Feb 1989 - Jan 1992

    First managerial appointment having transfered in as Lending Officer and promoted / upgraded to Assistant Manager lending within 6 months. Solely managed a lending portfolio with one FTE assistant in the Taupo region, undertaking personal, commercial and rural lending.

  • Various

    • Jan 1977 - Jan 1989

    Joined the National Bank after leaving college and held a wide range of positions leading to Branch Accountant at the bank's Civic Centre branch in Wellington before being promoted to Assistant Manager Lending in Taupo in 1989. Remained with the Bank for 27 years before establishing own advisory business CBAS in 2005.