Bio
Experience
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Accountant
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Oct 2010 - Present
I work with my clients to ensure their businesses thrive and are successful. Not only do I take care of all their tax compliance needs, I also often act as their virtual CFO and business adviser. I have a trusting relationship with my clients not only because I provide a high level of customer service but because the service I provide is very personal. My clients know I am available to them when they need me and I endeavour to take care of them as timely as possible. They have my complete attention and they know they are important to me.
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Owner
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Oct 2006 - Oct 2010
Acted as a financial adviser for my clients. Making investment recommendations. Also specialised in Trust Set up and Trust Management
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Personal Banker
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Jan 2001 - Jan 2002
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Education
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Massey University
Bachelor's degree, Psychology -
Massey University
Postgraduate Diplomia Business Studies and Administration, Human Resource Management -
Massey University
Postgraduate Diploma in Business Studies, Accounting -
Westlake Girls High School
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