Bio
Experience
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Baker Tilly Staples Rodway
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Tauranga, Bay of Plenty, New Zealand
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Chartered Accountant
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Apr 2021 - Present
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Tauranga, Bay of Plenty, New Zealand
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Logicor
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London, Greater London, United Kingdom
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Group Financial Reporting Accountant
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Jan 2019 - Apr 2021
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London, Greater London, United Kingdom
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Senior - Financial Services
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Jan 2018 - Jan 2019
Audit and Assurance - Wealth and Asset Management
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Senior - Financial Services
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Apr 2017 - Dec 2017
Audit and Assurance - Insurance
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Financial Services Associate
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Apr 2015 - Apr 2017
Audit and Assurance - Insurance
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Invesco Perpetual
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Henley-On-Thames
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Client Services Executive
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Sep 2013 - Apr 2015
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Henley-On-Thames
Serving private clients, financial advisers and nominee companies. This role covered fund performance, client transactions, product details, anti-money laundering, transfers, probate cases, agent commission, agent authority, novations, POA’s, will trusts, and bankruptcy proceedings.
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O2 (Telefónica UK)
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Slough, United Kingdom
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Legal and Secretarial Assistant
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Jul 2013 - Sep 2013
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Slough, United Kingdom
This contract position involved routine administrative activities including contract co-ordination, processing and filing, and filing of statutory accounts, minutes and POA’s with the Companies House. I also undertook various ad hoc tasks including organising legal training, requesting informatio...
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Tour Leader
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Oct 2011 - Jan 2013
With sole responsibility for up to 45 fun loving tourists this role equipped me with significant life experience and provided an excellent environment in which to develop a variety of skills including leadership, sales, public speaking, customer service, general organisation, and on-the-spot prob...
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BDO New Zealand
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Tauranga
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Audit and Advisory
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Feb 2011 - Aug 2011
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Tauranga
This role offered experience in both the Audit and Assurance and Advisory functions. The audit focus was on schools, small companies, and charities as well as some ad hoc assurance services. Advisory consisted primarily of preparation of year end tax accounts for small companies, family trusts an...
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Education
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2015 - 2018ICAEW
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CFA Institute
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2007 - 2011University of Waikato
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Bay of Plenty Polytechnic
Suggested Services
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Industry Focus. “Accounting”
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