Bio
Credentials
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Chartered Accountant
Chartered Accountants Australia and New Zealand
Experience
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Chartered Accountant
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Oct 2015 - Present
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Chartered Accountant
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Apr 2014 - Present
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Chartered Accountant
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Jun 2016 - Jan 2023
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PWC
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New Plymouth
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Manager PCS and BRS
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Jun 2012 - Nov 2015
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New Plymouth
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Accountant
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2008 - 2012
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Contract Accountant
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Mar 2008 - Sep 2008
a joint pharmaceutical venture between Fonterra and DMV Germany. Timely and accurate monthly Management Reports, budgets, reporting on variances, ad hoc financial reports and reporting I reported directly to the Financial manager in GermanyLiaison with external auditors Completing financial accounts within government time frames
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BAS
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Oct 2006 - Sep 2008
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Accountant
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Oct 2006 - Sep 2008
Provided a full range of BAS services to medium and small businesses, entrepreneurs and farmers.
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Managing Director
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Jan 1991 - Sep 2006
Private PracticeDirected and managed all financial management functions for medium and small businesses including Farmers in South Africa.Conducted feasibility studies, on-site investigations into clients' existing financial and operation systemsAdvised clients on improvement optionsDesigned and implemented customised financial management systems, implemented financial systemsServices: general accounting, estate planning, investment/financial advice, taxation planning, tax return service, company secretarial (unemployment insurance, workmen's compensations, value added taxation returns)Generated loan applications on behalf of clients, insurance claim preparationsCommissioner of OathsHands-on sale of private residential homes, farms, businesses and plots.Property management, home letting and administration
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Sole client
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Jan 1991 - Dec 1993
fruit and grape farm, winery, wine distribution, wine tasting and sales and 2 liquor stores).Group turnover - medium - R14 Million per annum.Initial investigation of existing financial systems throughout the group, conducting viability studies.Designed, proposed, implementation and consolidation of improved financial controls throughout group.Ongoing liaison with group general management to ensure compliance with systemsAdvised on tax/cash flow/budget issues.
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Senior Management Auditor
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Jan 1990 - Jan 1991
Area: Western Cape - numerous abattoirs, butcheries, 2 factories, various wholesale operations, 3 animal feed lots, a tannery and 5+ butchery retailers.Scheduled branch audits, general internal auditing for + 30 branches.Advising Head Office and branch management on financial and operational system improvement options.Member of special investigations team.
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Financial Accountant
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Jan 1988 - Jan 1990
Company background: abattoir, butchery, factory, processors and wholesalers of a wide range of meat products.Management, motivation and training of a team 19 qualified and administrative staff Allocated workloads and quality control on all work processed.Reported financial information to top management.Liaison with IT management regarding computerized accounting requirements.Participated at weekly management meetings.Production of yearend financial balance sheet working papers for external auditors.
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Director /Financial Controller
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Jan 1987 - Jan 1988
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Financial Accountant
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Jan 1986 - Jan 1987
Production of monthly management statements and annual financial working papers (for external auditors)Turnover in excess of R 60 million
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Senior Internal Auditor
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Jan 1984 - Jan 1986
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Head OfficeHead Office Accountant
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Jan 1982 - Jan 1984
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Accountant
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Jan 1981 - Jan 1982
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Auditing Clerk/Articled Clerk/Accountant
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Jan 1976 - Jan 1981
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Education
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2009 - 2009Chartered Accountants Australia and New Zealand
Chartered Accountant, Practical accounting experience -
1989 - 1991Stellenbosch University
Master; Bachelor; BB& A Hons, Business Management and Administration; Business Management & Administration -
1984 - 1986The Institute of Internal
Specific training not a degree, Internal audit issues -
1976 - 1981University of South Africa/Universiteit van Suid-Afrika
B Compt, Accounting, auditing and Commercial Law -
1969 - 1973Montagu High School
Final year at school, general school studies
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